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…

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,…

My current sneaker is now smooth as a baby's bottom. On rainy day, it is as good as a hovercraft. Finally bit the bulle…

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

Our accountant for years retired last year. It was a scramble finding a new accountant. After talking with several acco…

I have had an excellent experience working with Mop Masters Cleaning, particularly Jack, who is always extremely respon…

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

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

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

Came across two articles today. CME is going to launch a futures contract on compute.. https://www.cmegroup.com/markets…