
I recently met someone at a family gathering. After exchanging pleasantries, he wanted to know more about what I do. He seemed to be keenly tracking the economy and markets, and had some very interesting insights as well. The way he spoke, I presumed he would be a nuanced investor. At this point, in a very solemn tone, he mentioned he was waiting for the right time to invest and trotted out a laundry list of issues preventing him from entering the market. All these facts were accurate, but that's when I asked myself: "When was the last time there were no perceived or real risk?" "Never." Exactly, something or the other has always plagued the worl
This article was originally published on July 26, 2023.