Bitcoin finally crashed the USD80,000 party over the weekend, cementing itself as the new “Trump Trade” of 2024! Back on the campaign trail, now President-elect Donald Trump became crypto’s biggest cheerleader, pledging to create a Bitcoin Strategic Reserve, battle the “big, bad CBDCs,” and protect every citizen’s God-given right to self-custody. The real juice? Trump’s…
Survey Monday
Cryptocurrencies have come a long way since Bitcoin made its humble debut in January 2009. What started as a digital experiment has snowballed into a wild ride of an asset class, capturing the imaginations of everyone from weekend traders to global financial institutions and probably confusing a few governments along the way. Despite its meteoric…
Our story: Transcendental Meditation
Transcendental Meditation (TM), rooted in ancient Indian traditions and integrated into the Yoga system and Ayurveda, has a rich history dating back thousands of years. The teachings of great spiritual figures, such as Lord Krishna, Lord Buddha, and Christ, all share the essence of TM as a path to inner transcendence and peace. TM has…
Ruminating on asset allocation
I have just finished another insightful article by Howard Marks from Oaktree, one of my favorite financial writers (few others come close). His deep understanding of the complexities of economics and financial markets always leaves a lasting impression on me. Here is a section: When I moved from Citibank’s equity research department to its bond…
The real world does not care about your titles
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. When someone asks me if getting the CFA charter is worth it, my answer is always, “Well, it depends, what do you want out of it?”…