While in India early this year, I engaged in a rather long conversation with an experienced meditator and teacher from France to inquire about the ease of introducing Transcendental Meditation (TM) in her home country. She pointed out that the initial reluctance of individuals to delve into TM often stems from cost considerations. I conveyed…

With the US election under six months away, it is only natural to be concerned about the market implications of different outcomes. How might markets react to a sweep, or alternatively, the promise of gridlock under a divided government? How might various policy objectives affect different asset classes or sectors in the equity market? How…

Everyone and his dog is now familiar with Nvidia. We have taken profits on it, and we continue to hold a long-term position in the TM-IM portfolio. It remains a clear winner of the AI boom. I recently came across this AI report from Goldman Sachs. Here is a section: So far, investor optimism isn’t…

I will skip the weekly breakfast and instead dig into a partner’s balanced comments regarding the potential ramifications of Trump’s conviction on the upcoming US election. Yeah, yeah, if you are wondering, I’m not one of those die-hard Trump supporters. Eric Lach, in his piece for The New Yorker, described the moments leading up to…

While taking a break from my work, I stumbled upon an interesting piece from another regular source. While social media can provide benefits such as staying connected with friends and family, accessing information, and networking, its overuse can lead to several dangers. Here’s a summary that I think will capture your interest. Psychologist Jean Twenge…