It was amazing to watch how the market sold off Brazil after the unexpected result. The index dropped 20%. Some stocks dropped as much as 3…

In Burwood, there are a few restaurants (or 3 by my count) that always have a queue outside. Master Chen is one of the…

Stock is now back to under $8 and change.. MV = $2.1bn. First, the macro backdrop of higher energy prices + higher rate…

If you’re looking for a likeable and fluffy K-drama, A Bona Fide Killer is not a bad choice. The two main leads are Kon…

I had a chance to chat with Matsa at the Australian Gold Conference in Oct 26. Full disclosure..... I am a shareholder…

The report card isn't pretty. Along with other small miners in Australia, Fenix is down 1/3 from the original price. Th…

Have a look at Pic 1 (France) and Pic 2 (Japan). Yields in France and Japan are breaking out. Investors are waking up a…

Two pieces of news from semiconductor companies in recent days to suggest the AI cycle remains strong into 2027. Pic 1.…

West Wits issued an update on its operation. Feels like it is on track re developing the mine. Its production schedule:…

Brazil and other stock markets in Latam have gone nowhere for years. Fast forward to 2026, Brazil is world leading in o…

I hope it won't happen to anyone. It was traumatic for us for a time.... Sharing our experience and what to do (just in…

S&P500 is sitting at all time high. AI is the unstoppable train. Life is good if you are long stocks. BUT there are two…

Been thinking about the Gundlach interview. In the interview, Gundlach said something along the line that gold is becom…

Some folks believe that bond investors are smarter than the equity people. I tend to agree. Gundlach is the "Bond King"…

Biotech is hard. Cellectis pretty much dropped 50%+ following its update/pivot. Remember it had two programs - Lasme-ce…