Palm Oil and AI: An Odd Pairing I’m Watching, Not Buying
Malaysia’s data centres are straining the water supply, and a palm oil coolant might help. It’s made me look twice at IOI — but I’m not buying yet.
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How I Choose Funds (Even Though I Prefer Picking Stocks)
Two very different blow-ups — a hedge fund forced into liquidation, Korean retail investors wrecked by leveraged ETFs — left me with the same takeaway. I walk through the questions I actually ask myself before putting money into a fund, using my own Hamilton Lane position as the example.
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What I Do With My Portfolio When the Market Panics
The Nasdaq-100 and South Korea’s KOSPI both hit correction territory this week — then bounced hard, one much faster than the other. Neither move told me anything. So instead of guessing what happens next, I scored every holding in my portfolio using five simple questions, weighted by market value, and found out my biggest position wasn’t as safe as I thought.
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The Company Kept Winning. I Started Questioning The Moat.
Hesai keeps winning customers and growing shipments, but falling margins and rising rivals like RoboSense have me questioning whether it captures the value.
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Momenta Just IPO’d. It Doesn’t Belong in My Robotaxi Basket.
Momenta’s technology is strong enough to attract nine of the world’s top ten automakers, but as a software supplier rather than a vehicle owner, it doesn’t capture value the way Tesla or XPeng do. I’m watching it, not buying it — unless its cross-automaker learning advantage turns out to be real.
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When Grantham Rings the Alarm Bell
If he is right, my portfolio is exactly where the damage would happen. Here is how I thought it through.
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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.