Whats on our minds
Each month we look at current events and trends that shape our thinking and influence the markets and our investments. It’s an informal style of feedback and commentary from the team at CGWM.
The U.S. national debt spirals, raising an uncomfortable question: Is America acting like an emerging market? With trillion-dollar deficits and growing fiscal dominance, the dollar’s future and global economic stability face unprecedented risks, proving deficits matter.
Long-term success comes from investing for the long term, having a solid plan, and letting compounding work its magic.
Hospitals reveal the true nature of people, showing that differences fade in the face of shared humanity. Life is fleeting, so prioritize love, respect, and living fully, rather than dwelling on material possessions or waiting for perfection.
The current administration’s “America First” approach, prioritizing competition, could lead to a less stable multipolar world.
Challenges to Reform: Operation Vulindlela, aimed at implementing structural reforms, faces obstacles such as institutional weaknesses, political resistance, and inconsistent policies.
How to keep your wits about you when the world is seemingly going mad around you.
