According to Bank of America’s latest Global Fund Manager Survey, fear of an AI bubble has overtaken inflation as the biggest perceived tail risk among institutional investors. Nearly half of respondents now rank AI as their primary concern, a sharp jump from the previous month, while inflation worries have eased. What I found more interesting,…

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. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…

Ray Dalio is one of the brightest investment minds of our time. His decades of experience have created an extraordinary reservoir of knowledge, and I continue to learn from his insights as I refine my own thinking on markets, risk, and investing. I still remember a conversation with a senior banker who seemed genuinely surprised…

I will be away for a while and will not be posting any blog updates. Think of it as my posts taking a little nap while I’m out exploring. In the meantime, trying to time the market with quick in-and-out moves especially during these wild times will likely end in chaos. Short-term trading can be…

Is SpaceX worth the hype? SpaceX’s IPO has ignited tremendous investor enthusiasm, driven by its AI infrastructure ambitions, rapid expansion plans, and compelling long-term growth story. Are market expectations racing ahead of the fundamentals? Join us for an insightful webinar as we examine the opportunities, risks, and valuation behind one of the market’s most closely…