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Part 4 of the 80/20 series. The most extreme imbalance sits inside your own head, and almost nobody uses it on purpose.

Signals, stories, and the forces shaping the world

Deciphering Truths: Navigating Through the Maze of Inaccurate Data and Misleading Narratives.
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How to master your mindset and get productive with the State > Story > Strategy mental model.
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Thoughts on how to navigate the future with the Tech vs. Global Shift model: Embrace accelerating technology (Vertical Progress) while adapting to deglobalization (Horizontal Regression) to unlock growth opportunities.
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Taming the Info Tsunami: Strategies, Tools, and AI-Powered Hacks I use to Conquer Overload and Spark Insights
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Global debt is at an all-time high, with governments, businesses, and households all facing increasing stresses due to higher interest rates.
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Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments
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Reasons to Be Cheerful despite the bear market in Crypto: Emerging Innovations in DeSo, PBDAs, Web3 Gaming, Big Tech Adoption, and NFTs Signal the Start of a New Cycle
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This is an article documenting how I plan to add structure to my investing process.
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Write-up on Axie Infinity, currently the world’s biggest P2E game. Written from an investment perspective.
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2019 will go down as the ‘worst of times’ for many in Hong Kong and 2020 feels like it has started as a ‘winter of despair’. COVID-19 couldn’t really have come at a more inopportune time. Outside Hong Kong and China it has been an extraordinary fortnight. It’s become evident to most people that the…
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For nine years often at the end of my commute i felt myself teetering on the edge of anger and rage – Delayed buses / packed tubes / cramped spaces / fume and sweat choked air / squeezed in / disagreeable odours / thoughtless people… True, there were some cool moments: But they were few…
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