I have never had an Instagram account. Even the Facebook profile I recently deleted was created a couple of years ago for a specific club registration. TikTok was never part of my world. While I maintain a minimum presence on LinkedIn, it is out of job-related compliance. I have not even bothered to verify my…
Nobody should work on a Sunday
It is early Sunday morning and I find myself thinking about the economy and the markets. I know I probably should not be but hey, some habits are harder to break than others. This poor soul remains hooked. Investing, at times, feels like discussing money with your spouse. It can be uncomfortable, occasionally messy, but…
Five things to watch in the second half
I came across this interesting piece by Mark Haefele of UBS. You do not have to agree with everything he says, but it is a worthwhile read for anyone trying to make sense of what might come next this year, crystal ball not required. Mark is certainly one of the smartest guys out there, even…
The asymmetric oil story
I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…
Back to school
I first came across that famous quote by John Maynard Keynes more than three decades ago while studying finance and investments in the US: “When the facts change, I change my mind. What do you do, sir?” Over time, however, I have come to appreciate just how difficult it is to apply in practice. The…