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 no…
Pencil Leads
Portfolio 投資組合 2026
10 Jun: Bought 4300 shares of Tecon Biology at 6.17 RMB per share. 6月10日：以每股6.17人民幣加倉天康生物4300股。 09 Jun: Bought 7500 shares of Xinjiang Zhongtai Chemical at 4.23 RMB per share. 6月09日：以每股4.23人民幣加倉新疆中泰7500股。 08 Jun: Bought 5300 shares of Zibo Qixiang Tengda at 4.98…
Beijing–Shanghai 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 is…
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 have…
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. For…
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? I…
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 not…
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 and…
Thailand Properties
Few years back, there was a craze in buying Thailand properties. From properties in Bangkok to Chiang Mai to Phuket, many Asian investors invested in those properties. Property agents were all out trying to sell as many as they could,…
Art of War
夫將兵者，不戰則守，不守則走，不走則逃，不逃則死。- 司馬懿 In military, if you do not attack, defend; if you do not defend, retreat; if you do not retreat, flee; if you do not flee, die – Sima Yi The Chinese has a saying: The business world is…