The Economic and Banking Cycle
Few days back I bought another stock, the Postal Savings Bank of China (PSBC). I posted trade on my Red Note (Xiaohongshu) and there were readers asking if I could share the logic behind it. Today we will look atโฆ
Studying Overseas
To many students and families, studying overseas is a very expensive venture. In the past, an overseas education is a glorious thing. People come back with good jobs. But as with monetary inflation, education has also seen a rise inโฆ
Of US And Crypto
Ever since Trump campaigned for his second term, crypto has always been on the table. However, crypto price died down for a while after Trump’s victory in the elections, went for a bull run and die down again now. Asโฆ
Of Funerals and Human Nature
Fu Shou Yuan is a funeral service which I invested in since last year. Despite my confidence in the company, stock prices has been steadily going downhill, causing many investors to lose faith. When prices are good, there are manyโฆ
Of Oil and USD
The US dominated the global stage with 3 things – military, currency and media. Of currency, the petrodollar system is the foundation. Oil is to be traded in USD. Countries who require oil to power up their industries have noโฆ
Portfolio ๆ่ณ็ตๅ 2026
05 Mar: Bought 6000 shares of PSBC at 4.85 HKD per share. 03ๆ05ๆฅ๏ผไปฅๆฏ่ก4.85ๆธฏๅนฃ็ๅนๆ ผๅปบๅ6000้ตๅฒ้่กใ 04 Mar: Sold 1000 shares of CNOOC at 26.60 HKD per share. 03ๆ04ๆฅ๏ผไปฅๆฏ่ก26.60ๆธฏๅนฃ็ๅนๆ ผ่ณฃๅบ1000่กไธญๆตทๆฒนใ 03 Feb: Bought 5300 shares of Three Gorges Renewables at 4.07 RMB per share.โฆ
BeijingโShanghai High-Speed Railway (601816)
The highspeed railway, more commonly known as the bullet train, is one of more efficient methods of domestic transport if the distance between 2 points is not overly great. In fact, there are many instances when the highspeed railway isโฆ
Credibility and Work Effectiveness
It is better to work with someone you dislike but has credibility, rather than someone whom you like but do not have credibility – this was what I have been taught since young. For the past one month, I haveโฆ
Geographical Arbitrage
Geographical arbitrage is the practice of earning income in a strong currency or high-cost area while spending or operating in a lower cost area, thereby swiftly accumulating wealth or achieving a higher quality of life at a lower cost. Forโฆ
Japan Is Tightening Money Supply
Japan’s 10 year, 20 year and 30 year bond yield has increased significantly over the past few months, and this fact is being plastered all over the news. Why is this a concern, and what impact does it have? Iโฆ
Culture Differences
10 years ago I went to the North-Eastern part of China to attend a friend’s wedding and experienced a series of culture differences. Wedding Culture Differences First off, the wedding banquet was in the day, which by itself is notโฆ
Of The AI Bubble And US Stock Market
The US stock market seem resilient, and the AI hype is so strong it might as well be an AI bubble. Background The S&P 500, and by extension the US stock market, seems to be never dying, rising up andโฆ