Did I Mistake an Ethereum Thesis for a Crypto Thesis?
I believed the macro thesis behind my crypto position more than ever. I just stopped believing in the assets I chose to express it. Nine months in, here’s the gap I didn’t see coming.”
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The SpaceX IPO: One Frontier Bet Is Enough
Excerpt (for WordPress post listing/preview):
The SpaceX IPO is the biggest market event of 2026. At $1.77 trillion and 110x trailing revenue, everyone wants a piece. I don’t — at least not at this price. Here’s why I’m sitting out SPCX, what the RKLB hype trade tells us about sentiment-driven investing, and why I’m watching ATI and Honeywell instead. Plus: what Quantinuum’s quiet Nasdaq debut says about where the real value is hiding while everyone watches the rocket. -
Singapore and Hong Kong as Safe Havens — Where Is Capital Flowing in 2026?
As a Singaporean investor who largely ignored SGX for years, I didn’t expect to be writing about Singapore as a global safe haven. But the data is hard to ignore — and the capital flows from Dubai, Hong Kong, and beyond are reshaping two markets worth paying attention to.
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Hard Assets in 2026 — Are You Buying the Right Ones?
Gold queues at BullionStar, $2M condo FOMO, silver crashing 38% in four months — everyone’s rushing into hard assets in 2026. Here’s why most of them are buying the wrong things at the wrong time, and what I’m doing with cash instead.
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Doximity (NYSE:DOCS): The Pharma Platform I’m Still Sitting With — But Not Comfortably
Doximity has been sitting in my portfolio under “healthcare drag” for too long without a proper post. After digging into it properly, the business model is more interesting — and more complicated — than most coverage suggests. Here’s my honest breakdown of what’s keeping me in, what worries me about the management, and what May 13 needs to show me.
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UAE Quits OPEC Today. Here’s What I Think Happens to Oil Prices.
The UAE just left OPEC — the third-largest member walking out for the first time. Here’s why oil spikes near-term, why I think prices crash once the war ends, and why buying gold at $4,630 is the wrong trade today.
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HSBC 7% Bond: Three Reasons I Said No
HSBC’s new 7% Perpetual AT1 bond looks attractive at first glance. Here’s why I passed — the macro environment, a 2-point banker’s spread, and the CoCo structure that most private investors don’t fully understand.
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The Iran War, My Portfolio, and Why I’m Considering Honeywell
Five weeks into the Iran war, the Strait of Hormuz is still largely shut and markets are feeling it. Here’s how I’m thinking about my portfolio — why I’m trimming ALB and exiting NOG, and why Honeywell (HON) is the stock I’m watching closely for 2026.
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I Lost Almost $1,000 on Novo Nordisk Options. The Stock Is a Hold For Now.
I bought Novo Nordisk (NYSE: NVO) call options betting on a V-shape recovery after earnings. They’re now worth almost nothing. In this post I walk through what happened, why I still hold the stock, and why my view is a hold for now — not a buy, not a sell.
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LEAPS: Why I’m Buying Time Instead of Stocks
Start of 2026 I was feeling pretty good about tech. Then the Iran war started and changed the mood a bit. Instead of buying shares outright in GOOGL, AMZN and PLTR, I bought LEAPS — long-dated call options that give me the same directional exposure for $85,206 less capital, with my downside capped at the $28,155 premium paid.