Happy Thanksgiving! As we begin to close out 2024, I will be sharing my views on the economic and market outlook for 2025 in the coming weeks. Stay tuned for insights on navigating what promises to be another dynamic year for our investors. Looking back, 2024 has been quite the ride. Between political drama, global…

I will be hitting the road for the next week, so my blog might be taking a bit of a nap. Do not worry, I’m not fleeing from the markets. I will be back soon enough, refreshed and ready to dive back in. I know, I know, with Bitcoin and other cryptos rocketing to the…

I recently came across an insightful article on China by Louis-Vincent Gave. Based in Hong Kong, Louis is one of the strategic thinkers I follow closely. My clients are well aware of my long-term view on China and I found Louis’s perspectives particularly relevant to the broader narrative I have been sharing with them over…

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.  Thousands of years ago, before the use of horses, Native Americans utilized a hunting technique that preyed on animalistic instincts. This technique was called the buffalo…

Family offices often balance a mix of wealth preservation, growth, diversification and philanthropy, depending on their goals and risk tolerance. Over the coming years, priorities may shift with some focusing on growth while others prioritize preserving and diversifying their portfolios. Portfolios are typically diversified across asset classes, including stocks, bonds, real estate, private equity, digital…