Another short post on understanding the big picture. The US has started withdrawing personnel in the Middle East. The US forces is ready to commence heavy bombing in Iran within 96 hours of an order from Trump. The mid-term electionsโฆ
The time is near. Crypto should have some movements soon. Trump needs to show to his supporters that electing him in is not wrong. Of course there is a bigger chess game behind everything, but I probably will leave itโฆ
The advent of AI, or rather LLM (Large Language Models) to be more specific, has made life for many easier. From getting work done to doing searches, LLM like Gemini, ChatGPT and Claude are heavyweights and for many, have becomeโฆ
Assume I have a child now, and I tell everyone that I will groom him into a very successful person in the future. I have the network, resources and expertise to help him succeed in life. Being born into suchโฆ
In my last post, I talked about Goldman Sachs’ research report. The report indicated that the software sector was at the bottom of their list in terms of capital intensity. The report had good analysis and sound logic. But toโฆ
Goldman Sachs published a research report on capital intensive vs ‘capital light’ businesses on 24 February 2026. The full 23 page research report can be found here, but I will summarise in plain simple English for my readers. This articleโฆ
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
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
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
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
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
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