All Posts

I recently attended a conference surrounded by pension funds, sovereign wealth managers, and institutional allocators groups responsible for making sure hundreds of thousands of people continue receiving retirement benefits for decades. So naturally, I listened closely. And one allocator in particular made something click for me. Take the New York State Common Retirement Fund, one of the largest public pension funds in the United States. This fund manages nearly $300 billion

For those of you who like to stay active in the markets, the past few months have probably felt like banging your head against a wall. There’s been very little consistency or direction. What worked for the last three years simply hasn’t worked for the last six months.

A Simple Way to Think About Risk Right Now There are moments like this where you feel suspended in the air, like sitting on a swing above a rushing waterfall, with all that force and noise just below your feet. The war in Iran has a lot of people worried and for some, even panicked. That’s understandable. We’re seeing it ripple through markets in real time, especially in energy and broader volatility. One day feels steady, the next feels reactive. It’s not a clear trend, it’s

The symbolism of The High Priestess reflects a calm and thoughtful approach to investing. She represents patience, awareness, and the ability to see what others may not yet notice. At her feet is the moon, reminding us that markets move in cycles, just like nature. The pillars behind her symbolize balance between risk and opportunity. The High Priestess reminds us that in times of noise and uncertainty, stepping back, observing carefully, and waiting for the right moment can

I recently watched Alysa Liu win gold at the Olympics, and I found myself unexpectedly in tears. It wasn’t just the medal or the technical precision that moved me. It was the joy. There is something deeply powerful about watching someone operate fully inside their gift, no visible strain, no tightness, no fear of the outcome. Just presence. Flow. Mastery. When an athlete is in that kind of rhythm, you can feel it. Outperformance is hard to define by listing what it is. It’s

When is the Right Time To Exit a Trade? Start by asking the right question. Was this stock meant to be part of a growth trade, an innovator, a momentum name, a story that was moving forward with strength? And if so… is that still the story? A drop alone doesn’t mean you’re wrong. Markets breathe in and out. But if the stock keeps falling, it’s worth asking something deeper:Is my case still strong, or am I just holding on because I want to be right? There’s no shame in steppi

Fear protected your family thousands of years ago… today it slows your wealth. Long before we ever thought about economics and the stock market, we were cavewomen and cavemen trying to keep our families alive. Our brain evolved to scan for danger, rustling bushes, shifting shadows, anything that might threaten the people we love. That wiring is still running the show when we invest. Your brain treats every market dip like a predator at the mouth of the cave. Every downturn fe

A short squeeze is when too many traders bet a stock will fall, and when it rises instead, they’re forced to buy it back pushing the price sharply higher. You probably heard of the movie Dumb Money, the story of retail traders banding together to squeeze hedge funds that were heavily short GameStop. The stock didn’t explode because of normal buying pressure; it exploded because the people betting against it were forced to buy it back. That moment felt historic but here’s the

There’s something about the turn of the year that invites a different kind of reflection. The kind where you pause long enough to really ask yourself how you did not just financially, but in how you showed up for your own growth. Where did you move forward? Where did you hesitate? And where did comfort quietly replace progress? Money has seasons, much like life. There are times when it’s perfectly appropriate to let things graze to mosey through the pasture, conserve energy,