Latest (5)

Follow the crowd September 10, 2026
China core CPI has been running near 1% for more than 12 month September 9, 2026
Revenue per GW for traditional internet/hyperscaler companies vs leading AI labs September 8, 2026
Interest and mortgage rates after housing crisis in Japan, US, HK September 4, 2026
Where are China bulls? September 3, 2026

[Pausing for 2 weeks]

Working on personal priorities (think through married life and kids)