Category: Investing & Economics

Data visuals on 10 years of HK’s MPF with narration from the great Bard.

Economists and Businessmen invoke Ricardo – trade should flow where it’s cheapest. But look closer, and most countries don’t play by the free trade rules they advocate.

Notes from the book Richer, Wiser Happier – on what makes a great investor – by William Green

Notes from the book by Morgan Housel on optimising risk, seizing opportunity, and living your best life

Notes from the book Poor Charlie’s Almanac which sets out Charlie Munger’s speeches.

Takeaways from the book the Star Principle by Richard Koch in which he shares the secrets of his success – and shows how you too can identify and enrich yourself from ‘Stars’.

Global debt is at an all-time high, with governments, businesses, and households all facing increasing stresses due to higher interest rates.

Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments

This is an article documenting how I plan to add structure to my investing process.

Macro thesis on 2022 investment landscape

2021 Investment Landscape

As the COVID-19 situation started to look ominous and the quantity of news on the topic reached overwhelming levels, I decided to mind-map thoughts on implications across each industry, and sub-sector. I then tried to link the sectors to large/prominent listed companies, so one could (seek to) quantitively track these ‘predictions’.