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Mar 73 min read

The Dollar & Reflexivity

07 March 2025 George Soros, influenced by his tutor, Karl Popper (1957) developed the concept of reflexivity. In contrast to general...

Feb 280 min read

Feb 280 min read

Feb 242 min read

25 February 2025 Controversial opinion: the Fast and the Furious movie franchise improved considerably by the tenth sequel. Perhaps the...

Feb 173 min read

17 February 2025 We find the renewed enthusiasm for Chinese equities rather ironic given the extreme pessimism in consensus beliefs this...

Feb 113 min read

11 February 2025 One of the phrases that has always wound me up as an investor is when market participants argue that the outlook is...

Feb 23 min read

February 2, 2025 The current speculative episode in Artificial Intelligence (AI) has many parallels with the first Dot.Com bubble in...

Jan 280 min read

Jan 233 min read

January 23, 2025 January 29th will usher in the year of the snake. According to Chinese geomancy snakes hold complex and varied...

Jan 220 min read

Lindi Ng

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