Billionaire Bloat-o-Meter (BBM): A New Lens on Billionaire Wealth—India’s Red Flag, China’s Green Light
DeepSeek, AI, and Market Shifts: The Case for China’s Outperformance
Tall, Tan, Young—And Risky !
A Candid Talk on Investing in Brazil
Meet the Cancer InnoTech 2025 Cohort:
Startups Revolutionizing Oncology
From Bullish to Cautious:
Navigating a Range-Bound US Market in 2025
From Goa:
India’s 3 Aces, The No Alternative Myth, and Market Reflections
The U.S. Dollar:
Five Reasons for Continued Strength in 2025
The Case for Gold:
Protecting Against the Seizure Threat to China’s Dollar Assets
End Times and Elections:
Lessons from History and the Resilience of America’s Future
Turn and Face the Strange:
Adapting to China's Changing Realities"
From Allentown to Silicon Heartland:
The Portfolio Capturing America’s Hidden Emerging Market
Rust Belt Realities: Insights from "Hillbilly Elegy”
and Investment Implications
Buffett’s Next Move: Industrials are the Key to Berkshire's $180B Cash Reserve
We are thrilled to partner with PadUp Ventures to
launch Cancer InnoTech, an acceleration program for
early-stage startups focused on cancer screening,
diagnosis, patient care, and rehabilitation
Applying Second-Level Thinking: Investing in AI, Reshoring & Climate Investment through North
America Industrials
Five-Year Outlook: Anticipating 6-12% & 12-18% Yearly Returns for S&P 500 & Nasdaq, with Emerging Markets Underperforming
The Empire Strikes Back - The Force is Strong with SOEs in India and China
Take My Money, Throw Away My Time: The Perilous Attraction of EM X China Investing
Consensus at Last: Wall Street Sees Our Point, But We've Moved On
Chinese Tech Stocks in Purgatory: Facing Significant Downside Before Reaching Cheap Valuations
A Day in the World of Social Impact Investing: 3 Inspiring Stories
“Immigrants, We Get the Job Done” – How Hamilton Reinforces Our Bullish Forecast for US Stocks
Playing the Longevity Game in Life and Investing: 6 Insights from my Centenarian Uncle
Back to the Future Meets Wall Street:
Three Investment Takeaways from a Sci-Fi Classic
Drawing Parallels:
Oppenheimer, the Paranoid Playbook, and Takeaways for Today's Investors
RIP BRICS:
From Wall Street Catchphrase to China's Supplier Club
China’s Loss is Rust Belt’s Gain: Import Dynamics and Onshoring to Accelerate US Growth
Challenging Consensus:
A Likely Goldilocks Scenario for S&P, Projecting a 15-30% Upside in 12-18 Months Amidst Doom and Gloom
Lost in Translation:
Exploring Why the US Market
Isn't Overpriced on Shiller PE
Unravelling the Fallacy:
Why India vs China in 2005 is a
Flawed Comparison
Markets, Worries & the
Power of Resilient Systems:
Staying Bullish Amidst the
Ever-Changing Market Concerns
From Elizabeth Holmes'
Pipe Dream to AI-Driven Reality:
How Our AI Investments Are Shaping Tomorrow
Challenging Consensus:
Why US Expected Returns are Higher than Emerging Markets Over the Next
5 Years
The Hidden Risks of High PE Chinese Internet Stocks:
Evaluating Fragility in Authoritarian Regimes
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