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Latest (5)

  • Model pricing comparison July 10, 2026
  • US hyperscalers drawdown from peak July 9, 2026
  • Housing price index during market downturn July 8, 2026
  • The AI death, zoombies, and unsustainables July 3, 2026
  • Hyperliquid’s edge July 2, 2026

Blog Posts

Housing price index during market downturn

Hyperliquid’s edge

The Rise and Fall of Gold: From the Asian Financial Crisis to 2013

PetroChina A-Share IPO

Bifurcation in AI models and AI infra

Xiaomi buybacks and share sales in history

Small cap value could outperform

Solar, Baijiu, and Banks

US treasury vs US market cap

Value trap and being contrarian

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