I picked up this latest commentary from a partner while rushing to a meeting, proof that markets have an excellent sense of timing, and not always a helpful one. Here is a section: The digital asset markets have delivered yet another year of profound contrasts, one that tested convictions while reinforcing the sector’s long-term trajectory….
The Bhagavad Gita
My exposure to the Bhagavad Gita has also been an integral part of my Transcendental Meditation (TM) journey as a Sidha. As I have deepened my meditation practice, the teachings of the Gita have taken on even greater significance. The Bhagavad Gita is a timeless conversation between Lord Krishna and the warrior Arjuna, set on…
Back to school
“This is big stuff,” an exhausted Donald Trump declared on Saturday, as he laid out what sounded like a Hollywood-style overnight US military operation to capture Nicolás Maduro in Venezuela. Did someone just remind us that Venezuela has the world’s largest oil reserves? By the time the weekend headlines hit, my phone had already started…
Survey Monday
If Wall Street’s gurus get 2026 right, US stocks may soon qualify for a history lesson. Another year of gains would turn the current rally into the longest uninterrupted run since the lead-up to the Global Financial Crisis. According to a recent article by Bloomberg News, sell-side strategists are marching in unusually tight formation. The…
Nobody should work on a Sunday
It is early Sunday morning and my mind is already wandering back to the economy and the markets. I know I should not be thinking about spreads, cycles, or positioning before the week has even begun but some habits especially the long-standing ones do not disappear just because the calendar flips. The new year always…