Never Bet Against America
Warren Buffett’s most famous investment maxim deserves careful consideration in November 2025, particularly as markets digest a year…
The Forward-Looking Calculus: Why Markets Price Tomorrow, Not Yesterday
Markets delivered another week of mixed signals as investors parsed through a deluge of consequential developments: earnings reports…
The Enduring Paradox of Gold: Why a “Useless” Asset Remains Indispensable
Gold occupies a peculiar position in modern portfolio construction, simultaneously dismissed as an unproductive relic and coveted as…
The Discipline of Doing Nothing: Why Market Pullbacks Demand Patience, Not Panic
Market corrections arrive with the inevitability of changing seasons, yet they never fail to trigger the same visceral…
Markets Climb Despite Missing Data and Stretched Valuations
The past week delivered an intriguing paradox for equity markets. Even as the federal government remained shuttered into…
Markets Shrug Off Shutdown Drama as Fundamentals Remain Steady
The trading week concluded with markets displaying remarkable resilience in the face of Washington dysfunction, as major indices…
Markets Test Post-Cut Resilience Amid Powell’s Valuation Warnings
The equity markets concluded a pivotal week navigating the delicate balance between celebrating monetary accommodation and absorbing cautionary…
The Fed Delivers: Markets Navigate Post-Cut Reality
The week culminated with the Federal Reserve’s long-anticipated decision to cut interest rates by 25 basis points, bringing…
Labour Market Reality Check Meets Market Resilience
The first week of September delivered the kind of sobering economic data that typically sends markets into retreat,…
Economic Resilience Prevails Despite Late-Summer Volatility
The final week of August delivered the kind of mixed signals that keep investors on their toes. Markets…
How to Be the Best
After 17 years in equity investing, from US based hedge funds, to foreign exchange trading desks, I have…