Investing is not magic, it is mostly discipline, data, and not panicking when things look messy with Trump around. With TM-IM’s analytical system, I have been able to focus on what really matters that is making informed decisions without getting whiplashed by market noise. Now, before you scroll through some of our performance charts, let…

Has the shine faded from the Magnificent Seven? The flagship names of the US stock market the so-called Magnificent Seven have stumbled out of the gate this year, with share prices dipping across the board. Collectively, the Bloomberg Magnificent Seven Total Return Index has dropped 16% YTD and is more than 20% below its December…

I was on a video call with some folks from the US. For years, the global trade deal is not perfect but it works. Countries focus on what they are good at, supply chains hum along, and consumers get affordable stuff. Then came President Trump, who decided to rewrite the rules of the game. Half-jokingly,…

Trade wars or not, life goes on. The only difference? There has been a lot more action behind the scenes, think of it as less champagne, more spreadsheets minus the popcorn I will be hitting the road for the next couple of days so my blog might be taking a bit of a nap. Do…

Here is another interesting piece by the esteemed Howard Marks of Oaktree. His articles always make a lot of sense to me. His profound understanding of the economy and financial markets, coupled with his exceptional investment philosophy and approach, is remarkable to me. In this particular article, it is evident that tariffs and the broader…