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The Gold Pullback: Fundamentals, Flows, and Fear

The Gold Pullback: Fundamentals, Flows, and Fear

by Nasser Ali | Feb 4, 2026 | Client Communication, Our Insights

What happened to Gold? Many woke up over the past few days to see the most recent FOMO trade take a hit. Now is a good time to reflect on the gold...
Global Dialogues: Key Takeaways from the 2026 World Economic Forum

Global Dialogues: Key Takeaways from the 2026 World Economic Forum

by Nasser Ali | Jan 29, 2026 | Client Communication, Our Insights

Last week, the World Economic Forum (WEF) conducted its annual forum of government officials, business chieftains, and academia to prioritize and...
The Case for Going Global

The Case for Going Global

by Nasser Ali | Jan 22, 2026 | Client Communication, Our Insights

The U.S. stock market has been the darling of investors for over a decade. A constructive question arising from recent history would be, why should...
The Power of Staying Invested: Why Time Beats Timing

The Power of Staying Invested: Why Time Beats Timing

by Nasser Ali | Jan 15, 2026 | Client Communication, Our Insights

Time in the market, not timing the market. Such a cliché is a good reminder that proper investing requires a long-term mindset. It is easy to get...
2025 4th Quarterly Review

2025 4th Quarterly Review

by Nasser Ali | Jan 8, 2026 | Client Communication, Quarterly Letters

Perseverance best describes the U.S. economy, the global economy, and the financial markets. All three have powered through tariff-induced trade...
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Recent Posts

  • The Gold Pullback: Fundamentals, Flows, and Fear
  • Global Dialogues: Key Takeaways from the 2026 World Economic Forum
  • Annual Report 2025
  • The Case for Going Global
  • The Power of Staying Invested: Why Time Beats Timing

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