It was another “lively” coffee session with the team today. Well, a good mix of backgrounds, perspectives, and healthy debate. As always, it was not just about markets, but about strengthening relationships and sharpening thinking. We wrapped up in about an hour. We know, we know, oil has been putting on its own version of…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. One of the popular themes I have come across repeatedly in my career is decoupling. Well, the idea that investors can reduce reliance on US assets…

Ladies and gentlemen, with everything happening in the Middle East (and markets doing their usual dramatic reactions), I’m curious, how has your portfolio been holding up so far? Would you say the impact has been negative, neutral, or perhaps surprisingly positive? Have you made any moves in response? Trimmed risk, added some protections, leaned into…

People have diverse beliefs and perspectives. I usually avoid engaging in arguments or debates about certain things especially personal beliefs. Everyone is entitled to their own opinions or positions, and it is okay to agree to disagree. I find more value sharing my experiences or insights with those who are open or positive to what…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. I stumbled upon an old article by Michael Lewis, the author of the best-selling book “Flash Boys: A Wall Street Revolt” and thought some of you…