Investing & Markets
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The human and economic impact of U.S. attack on Iran cannot be understated. The ensuing ripples to the global economy cannot be ignored. The Strait of Hormuz is not just an oil artery but a global switch board. As we now enter mid-March, the prospect of a few weeks of “surgical strikes” has evaporated. If…
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Jensen Huang is why we continue to hold Nvidia albeit a very small position now after delivering ~1,000% return to investors in three years. Jensen (CEO of Nvidia) on the Joe Rogan Experience, dropped one of the most incredible founder stories I’ve ever heard. It’s a masterclass in integrity, tough conversations, and strategic pivots. Back…
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Jeremy Powell, Chair of the Federal Reserve (aka the Fed), the central bank of the United States, will be giving his interest rate decision in a few hours. It will be one of the most watched commentaries with financial market participants trying to assess whether this is the beginning of the end of interest rate…