These two articles (BBC + CNBC) are worth a read: https://www.bbc.com/news/articles/c14dpgm0rg4o https://www.cnbc.com/2026/09/11/chinese-ai…

Oracle has been a battle ground stock. The stock halved due to concerns about its balance sheet + very aggressive capX…

If you are thinking about investing in private credit, this article is worth a read: https://www.afr.com/property/resid…

I really enjoyed See You at Work Tomorrow. A warm and fuzzy K-drama romantic comedy. A classic rom-com in an office set…

Yesterday (Sept 26), I FINALLY finished the anime (My Hero Academia). Season 1 was first aired in 2016. Season 8 was on…

A key part of investing is to figure out the positioning and consensus. When it comes to macro overlay, it is a crap sh…

Remember this is NOT investment advice. Do your own research. Just sharing some broad brush ideas. Let me outline my hy…

A friend asked me this question.... What to do in Taiwan if one is spending a week or a week and a half there ? It also…

Before we start, something worth pointing out. MV of Chanjet is only Rmb1.2bn. It has net cash of Rmb1.3bn. Basically,…

AGR has been a difficult stock to hold. While it has since secured its operating license and is now a producer of phosp…

If you are thinking how else to make money in Bitcoin, worthwhile to do some work on the miners. To be honest, the list…

This is quite rare for me. I finished this series (10 episodes) in 3 days. The plot is the typical spy thriller. A form…

We dropped by the new Milson Point swimming pool, following its renovation. First a rant, I am struck by its "new" name…

Teach You a Lesson is a fast paced K-drama. Only 10 episodes. Each episode is around one hour and each story line is co…

Something different to do in Taipei - Check out the temples. Apart from praying for divine intervention, temples in Tai…