Happy new month! Should I just keep regurgitating a lot of things that I have been spewing on and off here? The year is slowly drawing to a close. Some of my clients and partners are even more quickly disappearing off on holiday – how lucky. I have started working on my New Year letter…
Family office dynamics
In a recent series of conversations about managing family offices including meetings with some really smart people in this part of the world, I not only learned a lot but also enjoyed a few chuckles along the way. Well, managing wealth might be serious business but it does not mean we cannot laugh at the…
Yogis can fly!
People have diverse beliefs and perspectives. I usually avoid engaging in arguments or debates about certain things especially personal beliefs. Everyone is entitled to their own opinions or positions, and it is okay to agree to disagree. I find more value sharing my experiences or insights with those who are open or positive to what…
Give Thanks
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…
On the road, again!
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…