Latest Essays

Signals, stories, and the forces shaping the world

  • The Future of Progress

    The Future of Progress

    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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  • Strategies and tools for coping in the information age

    Strategies and tools for coping in the information age

    Taming the Info Tsunami: Strategies, Tools, and AI-Powered Hacks I use to Conquer Overload and Spark Insights

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  • Global debt – walking on shaky ground

    Global debt – walking on shaky ground

    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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  • Monetary policy – Interest rates, higher for longer

    Monetary policy – Interest rates, higher for longer

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

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  • The collapse of FTX – Thoughts and opinions…

    The collapse of FTX – Thoughts and opinions…

    Analysis of the background and what investors missed.

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  • Reasons to be cheerful – Crypto edition

    Reasons to be cheerful – Crypto edition

    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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  • Investing like a professional

    Investing like a professional

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

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  • 2022 Macro Investment predictions

    2022 Macro Investment predictions

    Macro thesis on 2022 investment landscape

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  • Axie Infinity – Investment Analysis

    Axie Infinity – Investment Analysis

    Write-up on Axie Infinity, currently the world’s biggest P2E game. Written from an investment perspective.

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  • Investment Landscape 2021

    Investment Landscape 2021

    2021 Investment Landscape

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  • C19 & finding silver linings

    C19 & finding silver linings

    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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  • Embracing the commute + photography on the go

    Embracing the commute + photography on the go

    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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