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,…

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…

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…

Harrow reported Q2 result... Quick update post Q2.. Few points: 1. If we just look at the P&L, it was ugly. Sales only…

Conclusion is I would hold the position. If your view is AI capX stays strong in 2027, the aggressive move is to add to…

Gold has bounced to around US$4400. The aussie small cap gold miners have been particularly tough in recent months. Sen…