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Pausing….

Pausing….

Take a break to see the big picture .. A quick shout-out to my son Aaran who reviews and proofreads all my emails before they go out.  He provides valuable input and clarity to shape my thoughts. His last review noticed my numerous references to Warren Buffett in...
Trump’s Tariffs and Markets

Trump’s Tariffs and Markets

Here’s What I’m Doing (and Not Doing) …. Plus – Listen to our views on new podcast episode The recent market volatility from Trump’s nonsensical measures have, of course, been felt in my own portfolio. Stocks are still higher since the...
Own the World, Not just the S&P 500

Own the World, Not just the S&P 500

The Growing Risk of Not Being Global … When Chinese startup DeepSeek claimed to have built a ChatGPT-like app for only $6m it sent shockwaves through the US market. Until then, the market believed such Ai technology wasn’t possible without needing Nvidia...