China Is Not Chasing the Old Semiconductor Race Anymore Jun 1, 2026 The shift people are struggling to process is not whether China suddenly surpassed the absolute frontier overnight. It hasn’t. TSMC, ASML, and NVIDIA still hold enormous advantages in areas that matter deeply at the frontier level, including EUV lithography precision, manufacturing yields, ecosystem … Read more
High Fibre Essential to Lowering Blood Sugar May 29, 2026 Plenty of fibre: That’s long been the recommendation for a healthy diet. But why? The primary rationale has been that fibre is made up of undigestible bulk that prevents people from eating unhealthy food, and helps keep the digestive tract regular. However, new research suggests … Read more
AI Infrastructure Is the Real Story May 29, 2026 The central tension underneath the AI boom is finally starting to surface, though most people still frame it incorrectly because they continue treating AI as a software story when it is really an infrastructure story disguised as software. People talk about artificial intelligence as though it … Read more
AI Debt Crisis and the Core Bullish Thesis May 29, 2026 The bullish argument underneath the entire AI supercycle is not the shallow version repeated endlessly on television where people simply chant that “AI changes everything.” The deeper argument is more structural and far more interesting because it centers on one issue above all others: … Read more
May 28, 2026 In theory, policymakers can absolutely try to recreate some version of the post-2008 liquidity system. The Federal Reserve can create reserves again, the Treasury can issue enormous quantities of debt again, and banks can still absorb Treasuries if conditions allow. Operationally, none of that is especially mysterious. Central banks understand the mechanics … Read more
How the Fed Can Still Suppress Interest Rates May 27, 2026 In pure mechanical terms, something close to the old post-2008 system can absolutely be rebuilt. Policymakers still possess the operational tools. The Treasury can issue enormous quantities of debt, banks can absorb that debt, and the Federal Reserve can provide liquidity support while suppressing … Read more
Boom and Bust Cycles: The Fed’s Engineered Roller Coaster May 26, 2026 For thousands of years, debt and despair have travelled together because every civilisation eventually discovers the same uncomfortable truth: credit expands far faster than the productive capacity required to sustain it. Long before economists invented models or central bankers claimed the ability … Read more
May 22, 2026 There’s a strange thing that happens every time the word “recession” hits the headlines. Otherwise rational people, the kind who carefully compare grocery prices and refuse to pay full price for a sweater, suddenly rush to sell perfectly good stocks at a 30% discount. It’s one of the great ironies of … Read more
S&P 500 Outlook: Why Structure Matters More Than Reaction May 20, 2026 Start with structure, not the reaction. The suggested range for the S&P already assumes something most people miss. The system bends before it breaks. A move toward 6,000–6,100 is not collapse in this context. It is pressure being released after a long stretch of … Read more
May 20, 2026 One thing investors need to separate clearly is the difference between a weak country and a mispriced equity market. Indonesia is not behaving like a collapsing frontier economy held together with tape and slogans. The macro data simply does not support that narrative. GDP growth remains resilient, the banking structure is relatively … Read more
