Over the last couple of years, investors have looked to the annual Jackson Hole meeting for clues about where interest rates and the markets might be heading. The formula was fairly straightforward. Listen to the Fed Chair, look for a hint, and then watch the markets interpret every word. This year was a little different….

Here we are. September has begun. Every year around this time, we hear the same familiar warning: “September is going to be a disaster for the markets.” Oh no! It seems September has acquired quite a reputation. What interests me is where we are coming from. Investors are increasingly nervous about rising bond yields around…

Pranayama, an ancient practice rooted in the Vedas and detailed in Patanjali’s Yoga Sutra, a foundational Hindu scripture from around 200 B.C., involves breathing exercises designed to clear physical and emotional blockages, freeing the breath and allowing the flow of prana, or life energy. Typically, Pranayama is practiced before meditation to prepare the mind and…

It is a long weekend and I find myself looking back at the blog. Yeah, over the months, the style and content of my blog have continued to evolve. My interests change. My experiences change. More importantly, my way of looking at the world changes. It would be rather strange if the writing did not…

The devastating floods in Nepal should make all of us stop for a moment. My deepest condolences and prayers go to the victims, their families and all those affected by this terrible tragedy. No words can really ease the pain of those who have lost loved ones or their homes. It is easy to look…