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What my first 8-day Ibiza sailing trip taught me

Discover lessons from my first sailing experiences—from dinghy training to an 8-day trip in Ibiza. Reflections on resilience, fear, and the way of water, plus practical tips and resources to start your own sailing journey.

Couch to my first half-marathon - what it taught me, ft. practical tips

First half marathon reflections: from overcoming self-doubt to finishing 21.1 km at 2:24, I share lessons, race-day insights, and practical tips on training, fueling, and recovery—resources for anyone ready to run their first half marathon.

AI Interviews - Chat GPT-5 / Sam Altman

GPT-5 is a profound leap beyond GPT-4, scaling toward the complexity of the human brain. It codes on demand, tackles advanced science, and communicates with striking nuance—reshaping how we work, learn, and create while raising urgent questions about truth, society, and the future.

Personal Finance/Market Insights] Tech Power vs Financial Power: A Battle Reshaping the Future, ft. Peter Thiel

For over a century, finance set the rules of global power. Now, technology is rising as the new architect of society. The contest between Wall Street and Silicon Valley is more than markets—it’s about who will design the systems that govern money, innovation, and the future itself.

F1: Why I Work

“Sometimes there’s this moment when I’m in the car when everything is peaceful and no one can catch me. In that moment, I’m flying.” - Sonny Hayes, F1 Hi All, I want to talk about the movie I watched recently. F1 has officially made it into my

Personal Finance/Market Insights] Powell's Final Stand: What Jackson Hole Really Revealed About Markets and Power - Dovish turn, employment risk tilt, and structural shift per AI and digital currency

Powell’s final Jackson Hole speech underscored a dovish pivot: the Fed signaled openness to rate cuts, moved toward a flexible, data-driven policy framework, and cited labor market stability as its new priority—reflecting AI, digital currency, and global structural shifts.

Personal Finance/Market Insights] Howard Marks, 13Fs, and the Road Ahead for 2025

Markets have been turbulent since April, with 13F filings showing a shift from pricey big tech into healthcare, construction, and rate-sensitive sectors. Howard Marks warns equities are overvalued—urging rebalancing, patience, and defensive positioning.

Personal Finance/Market Insights] Tariffs, AI, and the 401(k) Revolution: A Global Rebalancing of Capital & Opportunity for Impact Investing

Executive Summary The global capital markets stand at an inflection point. Three disruptive forces—tariff realignments, AI-driven productivity, and the democratization of retirement capital through alternative assets—are colliding to reshape investment paradigms. President Trump’s August 2025 executive order allowing 401(k) retirement plans to invest directly in crypto,

Sustainable/Impact Investing] I've Been Thinking…On the Future of Capitalism - AI, Digital Currency, Geopolitics & Impact

Executive Summary Since the pandemic, the architecture of capitalism has begun to shift in tangible ways. This isn’t collapse or revolution — it’s evolution. The scaffolding of the last 40 years is quietly being dismantled and rebuilt. Three forces are driving the redesign: * AI is rewriting the physics of

Market Insights] US Pension CIOs on Private Markets

Pension CIOs see volatility but focus on long-term strategy, scaling private markets, fee discipline, and selective real assets.

Sustainable/Impact Investing] Catalytic Capital: Unlocking Trillions for Net Zero

Why catalytic capital is the keystone to mobilize private markets for climate solutions—especially in emerging economies.

Sustainable/Impact Investing] The Future of Private Markets in the Age of Transition

Why private markets will define the next era of energy & infrastructure investing.

Sustainable/Impact Investing] From Decarbonization to Value Creation: Embedding Sustainability in the Global Energy Transition

The global energy transition is a $4.5T annual opportunity by 2030. For asset managers, sovereign wealth funds, and institutional investors, sustainability has shifted from compliance to competitive edge—driving cheaper capital, alpha generation, and leadership in the next investment cycle.

Essay Collection: Recordings from Seoul. (Summer 2025).

Hi everyone — it’s here. I’m grateful to share Recordings from Seoul — a new collection of essays written during a recent return to South Korea. What began as reflective notes on memory evolved into something more layered: a written homecoming across time, identity, and legacy. I’m EJ Elena

Personal Finance & Market Insights] Updated - Why this space exists: Reflections on Financial Crisis, Capitalism, and Continuity

Reflections on crisis, capital, and continuity—from witnessing the Asian and Global Financial Crises to exploring Cuba, China, and the Nordics. Lessons on resilience, systems, and the future of wealth-building in an age of change, AI, and generational wealth transfer.

Newsletter - Week of March 24, 2025

This week's line-up: 1. Markets & Investing 2. Leadership 3. Conscious Living - Why I Run: A Journey Back to Myself (ft. Audio version)/ Eckhart Tolle's 'New Earth' 4. AI - AI Foundational Series: "Where Do We Even Begin?" Part 2: Machine

AI Foundational Series - Part 2] Machine Learning vs. Deep Learning vs. AGI

Understanding How AI Learns—And What It Means for Humanity

Why I Run: A Journey Back to Myself

A raw and honest reflection on how running became my mirror, meditation, and method for healing—across countries, careers, and the quiet reckoning of learning to trust myself again. From Couch to 5K to half-marathon, running became more than movement—a ritual, a teacher, and a way home to myself.

AI Foundational Series - Part 1] What Is AI? A Historical and Conceptual Overview

AI’s evolution: from Turing’s vision to deep learning and AGI. Discover key breakthroughs, AI winters, and where intelligence is headed next.

Newsletter - Week of March 10, 2025

This week's line-up: 1. Why I started this newsletter & Lessons from 22 years of expat journey (#IWD) 2. Markets & Investing 3. Conscious Living 4. AI 5. My Favorites 6. Quote of the week 📰 Why I started this newsletter... Why I Started This Newsletter Lessons from 22

grok3 vs. chatgpt4 pro vs. perplexity vs. claude vs. gemini vs. copilot

Hey guys, This is an open experiment. So I wanted to find out and compare which AI deep research tool to use when for what. I could not think of a better way than asking the very question to the AI models themselves. Much inspired by Jensen Huang's

What does 'Trump 2.0' mean for Sustainable Investing?

(More comprehensive version coming up soon, but sneak peek into what's coming below!) Hi All, Indeed, the wheel has started to turn, and the past three weeks since Trump's inauguration have been a whirlwind of executive orders and shock waves reverberating across the global system. I

Key Figures in the Trump 2.0 Era: JD Vance

JD Vance, VP of the US, rises to power alongside Trump and Musk. This article explores their influence on AI, geopolitics, tariffs, and sustainable finance, analyzing the potential impact on US policy and global affairs. Stay informed on this pivotal political trio.

Revisiting the Social Contract in the Age of AI

As AI shapes our world, it's time to rethink the social contract between individuals and governments. Inspired by Baroness Shafik's What We Owe Each Other, I explore how AI influences rights, responsibilities, and freedoms. Let’s discuss how we can evolve our relationship with technology.

Newsletter - Week of Dec 18, 2023

Hi All, It's Christmas here! (Equally, happy Hanukkah!). There is no theme for this week other than, RELAXATION & REJUVENATION. We will be back after this holiday season! As always let me know if you have any suggestions and/or feedback! If you liked it, please subscribe and

Global Markets Recap - Week of Dec 18, 2023

1. What Moved the Markets? Europe 🏈 Bottom Line: European stocks showed mixed performance with the STOXX Europe 600 near a one-year high, while the UK economy faces inflation slowdown and potential recession, and German business sentiment worsens, with European Central Bank officials indicating interest rates will remain high for the

Newsletter - Week of Dec 11, 2023

Hi All, This week's theme is RENEWAL & GROWTH. As the crisp air ushers in the festive season, it's that special time of the year again – a time for reflection, celebration, and heartfelt reunions. As we gather with our loved ones, embracing the joy and warmth

Wheel of Life - rate your life

Hi All, In this spirit of renewal and growth, I’m excited to share with you some invaluable tools for goal-setting in 2024. I found these tools during the pandemic soul searching, and these resources are designed to help you articulate and achieve your aspirations, whether they’re personal, professional,

Global Markets Recap - Week of Dec 11, 2023

1. What Moved the Markets? Europe 🏈 Bottom Line: In Europe, financial markets had a mixed week as the STOXX Europe 600 Index rose, the European Central Bank left its record-high deposit rate unchanged at 4% but adjusted down inflation and growth projections, the Bank of England maintained its rate (5.

Newsletter - Week of Nov 27 & Dec 4, 2023

Hi All, This week's theme is the POST-WORLD-ORDER. I hope you had a cozy weekend with your beloved friends and family. Also, a happy belated 12/12 to those who are celebrating! In these past weeks, we witnessed the loss of two prominent figures: Henry Kissinger and Charlie

Chapter 1: Introduction to Python for Quantitative Finance

Section 1: Brief Overview of Python in the Finance Sector Python's rise to prominence in the finance sector is a testament to its versatility and effectiveness. It's favored for various reasons: * Ease of Learning and Use: Python's syntax is straightforward, making it accessible to

Global Markets Recap - Week of Dec 4, 2023

1. What Moved the Markets? Europe 🏈 Bottom Line: European stocks and major indexes advanced due to expectations of central bank rate cuts amid slowing inflation and economic challenges, while government bond yields fell and the ECB signaled a dovish shift. * European Stocks Advance: The STOXX Europe 600 Index rose for

Global Markets Recap - Week of Nov 27, 2023

1. What Moved the Markets? Europe 🏈 Bottom Line: European stock markets rallied and government bond yields fell, driven by a significant drop in Eurozone inflation and hawkish central bank responses, with Germany experiencing a rise in unemployment and the UK showing signs of housing market stabilization. * The pan-European STOXX Europe

Newsletter - Week of Nov 6, 2023

Hi All, This week's theme is PEACE. As I type this, it is 11:11 today! Hope you are setting the intentions for the next cycle. Also, Happy Diwali if you are celebrating!! Hope you are having a rejuvenating weekend!! :D This week's highlights were the

Global Markets Recap - Week of Nov 6, 2023

1. What Moved the Markets? Europe 🏈 Bottom Line: In Europe, mixed stock market performances and rising government bond yields reflected growing concerns about prolonged high-interest rates, while various economic indicators suggested a sluggish economy. * European Stock Markets: The STOXX Europe 600 Index (-0.21%), reflecting dimmed optimism about a peak

Newsletter - Week of Oct 30, 2023

Hi All, This week's theme is AI. (and for those who are celebrating, have fun at Guy Fawke's Bone Fire Night in the UK! It's me and my friends' long-standing tradition to celebrate the day with the slogan below :)) "Remember, remember, the

Global Markets Recap - Week of Oct 30, 2023, incl. FOMC key takeaways

1. What Moved the Markets? November FOMC key takeaways: *Chair Jerome Powell's press conference recording. Press conference transcript. Federal Reserve issues FOMC statementRecent indicators suggest that economic activity expanded at a strong pace in the third quarter. Job gains have moderated since earlier in the year but remainBoard

Newsletter - Week of Oct 23, 2023

Hi All, This week's theme is TRUST. This will make sense as you read more. Officially, autumn has arrived. Halloween decorations are popping up here and there, and we get to sleep one more hour this weekend with the end of British Summer Time today. I also wanted

Global Markets Recap - Week of Oct 23, 2023

1. What Moved the Markets? Europe 🏈 Bottom Line: European markets edged lower amid interest rate, economic, and geopolitical concerns, while the ECB held rates steady to address inflation, amidst declining business activity across the Eurozone and a rise in UK unemployment, reflecting a challenging economic outlook. * Stock Index Decline: European

Newsletter - Week of Oct 16, 2023

Hi All, This week's theme is NATURE. I had the privilege of visiting Oxfordshire this week with WWF & Yorkshire Wildlife Trust to visit the Ingleborough nature restoration site that my company is supporting and I was surprised to learn that the UK is one of the most

Travel | Nature restoration site visit with WWF - Ingleborough National Nature Reserve

Discover the Wild Ingleborough project, a holistic venture in Yorkshire restoring nature, enhancing biodiversity, and fostering community-nature harmony.

Leadership | Queen Elizabeth I - A Beacon of Resolute Leadership and Visionary Governance

Explore the inspiring life of Queen Elizabeth I, whose reign from 1558-1603 left a lasting legacy. Discover how her story offers timeless leadership lessons.

Global Markets Recap - Week of Oct 16, 2023

1. What Moved the Markets? Europe 🏈 Bottom Line: European stocks faced significant headwinds, ending the week in the red due to uncertainty about interest rates, escalating Middle East conflict, and disappointing earnings reports. * Stock Performance: The STOXX Europe 600 (-3.44%), driven by concerns about interest rates, Middle East tensions,

Newsletter - Week of Oct 9, 2023

Hi All, What a week it has been! This week's theme is Courage. I haven’t slept well since last Saturday. I have been on the phone with my friends, checking on them. I don’t want to take a side nor is it my place to do

Global Markets Recap - Week of Oct 9, 2023

1. What Moved the Markets? Europe 🏈 Bottom Line: The STOXX Europe 600 Index managed to break a three-week streak of losses, ending the week with a 0.95% gain. This rebound was primarily driven by a combination of dovish comments from Federal Reserve policymakers and indications that China was considering

Newsletter - Week of Oct 2, 2023

Hi All, This week's theme is 'kindness.' This week's prompt was inspired by the mindfulness class led by my dear friend Daniela (website) @womenmakestories. This week was the second week of her 10-week series and I am glad that I was able to carve

Global Markets Recap - Week of Oct 2, 2023

1. What Moved the Markets? Europe 🏈Bottom Line: The pan-European STOXX Europe 600 Index concluded the week with a 1.18% decline, primarily driven by surging bond yields and concerns about prolonged higher interest rates. Major European stock indexes, including Italy's FTSE MIB (-1.53%), Germany's

Newsletter - Week of Sep 25, 2023

Hi All, I can't believe it's already the end of September! This week's theme is 'nourishment'. What are you doing to keep your mind, body, and soul nourished? I'm a natural helper who tends to prioritize the needs of others

Travel | Scottish Highlands (2-day weekend getaway)

Discover the enchanting Scottish Highlands in a two-day adventure! From fairytale landscapes to profound history, join us on a journey through misty mountains, legendary castles, and the magic of nature.

Global Markets Recap - Week of Sep 25, 2023

1. What Moved the Markets? Europe 🏈Bottom line: European stock markets declined amid concerns about higher interest rates and a weakening Chinese economy, with major indices posting losses; European government bond yields rose, and Eurozone inflation eased in September, while the UK's GDP growth was revised upward, but

Global Markets Recap - Week of Sep 18, 2023

1. What Moved the Markets? Europe 🏈 Bottom line: European equities declined due to central bank rate signals and economic concerns, with the STOXX Europe 600 Index falling 1.98%, while central banks like the BoE and SNB surprised markets by holding rates, and deteriorating Eurozone PMI data indicated continued contraction

Newsletter - Week of Sep 11, 2023

Hi all, Self-improvement. This is the theme of the week. I've decided to give myself a theme each week to ponder upon and reflect on my life as a guiding light to evaluate myself. The bottom line is that we are all gonna die. I am going to

Leadership | Winston Churchill - Lessons in Leadership and Resilience

Explore Winston Churchill's leadership style, resilience, and literary legacy. Insights and resources for aspiring leaders. Visit UK heritage sites.

From Couch to 5K: A Beginner’s Guide to Building a Running Habit

Discover essential tips to transition from couch to 5K. From setting goals to tracking progress, start your running journey with this beginner-friendly guide.

Global Markets Recap - Week of Sep 11, 2023

Hi All, Hope your 'back-to-school' week has gone well! The New Yorker in me couldn't help but share the crazy double-rainbow pics that have been circulating on the internet since Sep 11 this year. The Universe is a magical place indeed! 1. What Moved the Markets?

Newsletter - Week of Sep 4, 2023

Hi All, There were some interesting geopolitical developments brewing this week. Climate change poses severe risks worldwide, with extreme weather already causing major economic losses; Africa faces escalating physical climate threats like droughts and cyclones leading to displacement and food crises, yet its constrained governments require debt relief and financing

Leadership | Marcus Aurelius - The Stoic Leader in Turbulent Times

Explore the Stoic leadership of Marcus Aurelius, a beacon of wisdom during chaos, embodying eudaimonia and conscious leadership for the modern world.

Global Markets Recap - Week of Sep 4, 2023

1. What Moved the Markets? Europe * European Market Decline: In Europe, the STOXX Europe 600 Index closed down by 0.76%, driven by fears that elevated interest rates could be pushing the economy into a slowdown. * Mixed Performance in Major Indexes: Germany's DAX (-0.63%), France's

Global Markets Recap - Week of Aug 28, 2023

1. What Moved the Markets? Europe * STOXX Europe 600 Index ended 1.49% higher on hopes of peaking interest rates and a short-lived recession. European markets closed positively with Italy's FTSE MIB (+1.61%), France’s CAC 40 (+0.91%), Germany's DAX (+0.37%), and the

Mental Health | Decoding the Differences: HSP, Autism (Asperger's), and ADHD Explained

Explore the key differences between HSP, Autism (ASD), and ADHD, their characteristics, and coping strategies for each

Movie | Barbie

Reflecting On "Barbie" The monologue Let's start from here. THE famous America Ferrera's monologue. I personally think that this should be ingrained in the textbook every single person should read in school. "It is literally impossible to be a woman. You are so

Global Markets Recap - Week of Aug 21, 2023

1. What Moved the Markets? Europe Indices Performance: The STOXX Europe 600 Index closed up 0.66%. Leading the charge were Italy's FTSE MIB (+1.61%), France’s CAC 40 (+0.91%), Germany's DAX (+0.37%), and the UK’s FTSE 100 (+1.05%). Eurozone Bonds:

Newsletter - Week of Aug 21, 2023

Hi All, Hope you all had a great weekend. We are at the tail end of the summer, and I am trying to hold onto it as much as I can. What does summer mean to you? What is your favorite part of the summer? My favorite part is to

Newsletter - Week of Aug 14, 2023

Hi All, Hope all has been well with you! It's been a while and I am restarting my newsletter series. Always looking for your feedback! Let me know if you would like to collaborate! If you find these contents useful, please subscribe and share them with your friends!

Global Markets Recap - Week of August 14, 2023

1. What Moved the Markets? Europe The STOXX Europe 600 Index dropped 2.34% due to concerns about China's economy and higher European interest rates. Major indices also fell: France's CAC 40 by 2.40%, Germany's DAX by 1.62%, Italy's FTSE

Growth | Wherever you go, there you are: Mindfulness meditation in everyday life - Ph.D. Jon Kabat-Zinn (1994)

Discover how Jon Kabat-Zinn's free pandemic meditations brought mindfulness and tranquility during uncertain times.

Growth | The Pilgrimage - Paulo Coelho (1987)

Discover the transformative power of 'The Pilgrimage' by Paulo Coelho, a book that ignited my passion to embark on the sacred Camino de Santiago pilgrimage.

Growth | The Untethered Soul: The Journey Beyond Yourself - Michael A. Singer (2007)

Discover the transformative power of silence in 'Silence' by Erling Kagge. A journey from NYC's chaos to inner peace and nature's wisdom in Hawai'i.

Growth | Silence - Erling Kagge (2016)

Discover the transformative power of silence in 'Silence' by Erling Kagge, which accompanied my personal journey from NYC's chaos to inner peace and nature's wisdom in Hawai'i.

Global Markets Recap - Week of July 31, 2023

1. What Moved the Markets? Europe The pan-European STOXX Europe 600 Index closed -2.44% lower as higher U.S. bond yields and disappointing European earnings reports dampened investor enthusiasm for riskier assets. Major country stock indexes, including Germany's DAX (-3.14%), France's CAC 40 Index

Growth | The Monk and the Philosopher - Matthiew Ricard (1997)

Discover a life-altering book that bridges cultures, challenges preconceptions, and offers a compassionate perspective. "The Monk and the Philosopher" integrates Eastern and Western wisdom, guiding readers towards a harmonious worldview.

Eudaimonia: Introducing the 5-Minute Philosophy Series

Hello everyone! We are excited to kick off the 5-min philosophy series as part of 'Project Eudaimonia.' Look forward to sharing the journey with you on my insta: @20human00. Welcome any feedback/suggestions. Have a great day!

Global Markets Recap - Week of July 24, 2023

1. What Moved the Markets? Europe In a highly eventful week for economic data and news, European markets showcased their resilience and potential for growth, as several key indices posted significant gains. Euro Stoxx 50 Pr: +0.43%, FTSE 100: +0.02%, DAX: +0.39%, CAC 40: +0.15%, IBEX

FOMC - July 27 2023

Hi All, Today, I will go over the Fed's July FOMC meeting statement, key takeaways, market reaction, and what to expect going forward. ◆ U.S. Stocks: Dow +0.23%, S&P 500 -0.02%, Nasdaq -0.12% ◆ U.S. Bonds: 10-year Treasury yield 3.865% (-2.7

Eudaimonia: Book Club - 'Mindfulness & Meditation' edition

Hi All, As discussed in my previous blog post and IG posts - part 1 & part 2, Summer is upon us in the Northern Hemisphere and that means only one thing! READING!!!!! I wanted to introduce this book club project where I share recommended book lists under each theme.

Global Markets Recap - Week of July 17, 2023

1. What Moved the Markets? Europe European stocks had a positive week, driven by hopes of slowing inflation leading to a potential end to monetary policy tightening. Major Continental stock indexes also rose, with Italy's FTSE MIB up 0.67%, France's CAC 40 Index up 0.

Introducing 'Eudaimonia'

Hello everyone! Hope the summer is treating you well wherever you are in the world! I wanted to introduce the new concept project called 'Eudaimonia' as a student of life! If you've received personal emails from me before, you probably have seen my email signature: "

Global Markets Recap - Week of July 3, 2023

1. What Moved the Markets? Europe In local currency terms, the STOXX Europe 600 Index declined by 3.09% due to concerns about tightening monetary policy by central banks. Disappointing economic data from Germany, including industrial production, factory orders, and exports, indicated ongoing weakness in the second quarter. Major European

Growth | The Four Agreements: A Practical Guide to Personal Freedom - Don Miguel Ruiz (1997)

Discover personal freedom and self-realization through "The Four Agreements" by Don Miguel Ruiz—a simple, insightful book merging timeless wisdom and practicality. Reflect on Toltec tradition and embrace ancestral roots as Ruiz shares transformative teachings.

Growth | Inward - Yung Pueblo (2017)

Uncover the transformative power of "Inward" by Yung Pueblo—a quick, profound, self-love journey that awakens our inner light. Embrace it now!

Global Markets Recap - Week of June 26, 2023

1. What Moved the Markets? Europe The pan-European STOXX Europe 600 Index rose 1.94% on hopes of increased Chinese consumption and lower inflation suggesting near-peak interest rates. Major European stock indexes also saw gains: CAC 40 (+3.30%), FTSE MIB (+3.75%), DAX (+2.01%), and FTSE 100 (+0.

Growth | Meditation - Marcus Aurelius (AD 161 to 180)

Delve into the profound wisdom of "Meditation" by Marcus Aurelius, my all-time favorite book. Aurelius's dual perspective, born from personal battles and leadership, sets his writings apart. Prepare to embody fairness and justice as you navigate this transformative masterpiece.

Global Markets Recap - Week of June 19, 2023

1. What Moved the Markets? Europe European stock markets experienced significant declines amid concerns of potential recession in the UK and the eurozone due to anticipated interest rate increases. Disappointing economic recovery in China and hawkish comments from U.S. Federal Reserve Chair Jerome Powell also contributed to the negative

Global Markets Recap - Week of June 12, 2023

1. What Moved the Markets? Europe The pan-European STOXX Europe 600 Index rallied (1.47%) as the US Federal Reserve kept interest rates unchanged, and hopes of stimulus measures in China boosted stocks. Major equity indexes in Germany (2.56%), France (2.43%), Italy (2.58%), and the UK (1.

West went Outward while Asia went Inward - Contrasting Development Models: Exploring the West and Asia

Explore the contrasting development models of the West and Asia, examining their divergent perspectives on spirit/body separation, human nature, and material wealth vs. spiritual development.

AI | The Age of AI is here: Chat GPT 4 + Google's AI, ft. Bill Gates' latest note

Hi All, This post is a backlog from March as I have been piling up incomplete 'drafts.' This might be outdated but wanted to make a note of one of the first publications by Bill Gates on AI and other relevant references you should pay attention to. Welcome

Global Markets Recap - Week of June 5, 2023

Hello, everyone! Hope the summer is treating you well. I have been on holiday and recently came back. Thanks for understanding and here is the market recap! 1. What Moved the Markets? Europe The pan-European STOXX Europe 600 Index ended slightly lower (-0.46%) as investors exercised caution ahead of

Global Markets Recap - Week of May 15, 2023

1. What Moved the Markets? Europe European shares advanced during the week, driven by optimism that interest rates might be close to peaking and that the U.S. would avoid a debt default. The STOXX Europe 600 Index ended the week 0.72% higher, with Germany's DAX climbing

Global Markets Recap - Week of May 8, 2023

1. What Moved the Markets? Europe The STOXX Europe 600 Index ended the week relatively flat as investors digested the possibility of further rate increases by the European Central Bank (ECB). Major European stock indexes posted mixed results, with France's CAC 40 and Germany's DAX slightly

Global Markets Recap - Week of May 1, 2023

1. What Moved the Markets? Europe During the week, the pan-European STOXX Europe 600 Index closed 0.28% lower as recession concerns and banking issues continued to impact market sentiment. Major European stock indexes had mixed performances, with Germany's DAX slightly up by 0.24%, France's

May 2023 FOMC Key Takeaways

Hi All, Today, I wanted to cover the much anticipated Fed's May FOMC meeting statement, key takeaways, market reaction, and what to expect going forward. Fed's statement can be found here. Chair Jerome Powell's press conference. Press conference transcript. 🏈 Bottom line: * 25 bps hike:

Great Minds | We Are Undergoing A Historic Sea Change - Howard Marks (April 14, 2023) - We Study Billionaires Podcast

Learn about Howard Marks' investing philosophy, his views on the current financial markets, AI and Bitcoin, and his take on Japan and China.

Global Markets Recap - Week of April 24, 2023

1. What Moved the Markets? Europe European shares fell as concerns about potential interest rate hikes triggering an economic recession intensified. The pan-European STOXX Europe 600 Index ended 0.50% lower, with major stock indexes mixed to lower. France's CAC 40 Index fell 1.13%, Italy's

Education | Key Stats, Risk and Performance 101 Concepts

Hi All, I wanted to cover some high-level basic concepts across key stats, risk, and performance measures. Will create a more in-depth concept pager for each later, but in the meantime, enjoy! Key Concepts Covered: * Normal Distribution * Standard Deviation * Key characteristics of normal distribution * Regression Analysis * Linear Regression * P-value * Vector

Great Minds | Market Comments: Ray Dalio + Howard Marks + Warren Buffet.

Hi All, Today, I wanted to create a separate special 'great minds' edition yet again re: commentary on recent markets - namely, Ray Dalio, Howard Marks, and Warren Buffet. *My favorite investor of all time - Ray Dalio - posted 'Where We Are in the Big Cycle:

Growth | Flow: The Psychology of Optimal Experience - Mihaly Csikszentmihalyi (1990)

🐵 I. One-sentence summary: Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi is a groundbreaking exploration of the state of complete absorption in an activity, known as flow, and how it can lead to a fulfilling and meaningful life. 1. Happiness Revisited Csikszentmihalyi introduces the concept of "flow,"

Global Markets Recap - Week of April 10, 2023

1. What Moved the Markets? Europe European stocks experienced gains as concerns over a possible recession lessened. The pan-European STOXX Europe 600 Index rose by 1.74% in local currency terms during the five trading days that ended on April 14th. Major stock indexes also saw increases, with Germany'

Travel | 2 Days in Rome - Power+Logos+Love. (Part 1)

Explore Rome through the eyes of a traveler seeking inspiration and answers to life's questions. From Julius Caesar's energy imprint to the Colosseum's dark past, and Pantheon's Minerva - join this journey of self-discovery.

2022 - Beginning of a new cycle.

(This is a transfer of my newsletter archive from Substack as I am trying to migrate the platform! This was orignally published on Jan 5, 2022. Link here ) Hello everyone, Hope you had a great break and had some time to refresh your vision board for 2022. This week’s

Global Markets Recap - Week of April 3, 2023

Hi All, Hope you guys are having a great Passover/Easter/Ramadan weekend. Apparently, this year, Easter, Ramadan, and Passover were all overlapping, which typically only happens three times a century. Easter commemorates the resurrection of Jesus, Passover celebrates freedom and liberation from slavery in Egypt, and Ramadan is a