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AI Agent Workforce
AI Agent Workforce Many great inventions evolve over time and find their practical use years or even decades after their first...
Sep 1, 20254 min read


AI Agent Workforce
AI Agent Workforce Many great inventions evolve over time and find their practical use years or even decades after their first...
Sep 1, 20254 min read


Power to the People
After remaining steady for two decades, global electricity demand increased in 2024 by about 4.3%. The United States saw the third...
Jul 6, 20254 min read


The Wealth of Health
This newsletter now carries a new name, Artha, officially representing Artha Investments LLC. Rooted in Sanskrit, Artha symbolizes...
Mar 15, 20253 min read


Less is More
One of the intriguing trends of the last couple of years has been persistent inflation coupled with continued strength in consumer...
Jan 4, 20253 min read


Real Estate Equilibrium
The aftermath of the COVID-19 pandemic on real estate diverged in to two opposite paths: residential real estate demand soared while...
Oct 20, 20243 min read


No Time to Die
Japan is one of the most-visited countries this year, and I couldn’t pass up the opportunity presented by favorable exchange rates to...
Jun 1, 20243 min read


Over Diversification, Under Valuation
One of the most important decisions you make with any investment is the price you pay. Your decision to invest in a company may also take...
Mar 3, 20243 min read


Curious Tails
We are at the end of another year. For me, if anything, 2023 reinforced that patience is undeniably a virtue in investing. We saw...
Dec 30, 20233 min read


The Android Next Door
Happy fall. I hope you had a fantastic summer filled with travel and get-togethers that were missing from our lives since the pandemic. A few notable events and trends that may impact investments in general include the following: There is a growing concern about escalating geopolitical tensions, trade protectionism and the heavy debt burden of global economies. U.S. debt is currently over $30 trillion, which is about 120% of the GDP. With high interest rates, this creates a d
Oct 15, 20233 min read


Do-Nothing Strategy
Those who understand music know that a break, or silence, is as important as the sound. In fact, the melody is more accentuated following...
Apr 23, 20232 min read


Cars n’ Chips
It is impossible not to talk about the current banking crisis, because the health of the banking sector is one of the most important things for any investor to consider. Two looming issues for many banks are liquidity risk (i.e., the risk too many depositors withdraw their deposits all at once) and interest rate risk (i.e., the risk of having to sell low-interest-rate bonds assets at a loss to cover withdrawals). A significant enough bank run would be sufficient to doom any b
Mar 22, 20232 min read


The New Energy Sources
The only good thing that may have come out of the war in Ukraine is the acceleration of the energy transition. Renewables — along with nuclear power — are set to dominate the growth of the world’s electricity supply over the next three years, according to a new report from the International Energy Agency. The strong growth of renewables means their share of the global power generation mix is forecast to rise from 29% in 2022 to 35% in 2025, with the shares of coal- and gas-fi
Feb 12, 20232 min read
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