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 forces at work... O…

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…

The stock has done nothing for a year. Micron reported today. S&D remains tight in DRAM//NAND in 2027 and even 2028. Lo…

Uniqure dropped 37% yesterday following its 4-year data update on AMT-130 for Huntington. My base case remains AMT-130…

Came across this from Jefferies....There will be problems with AI as a theme one day..... Key Takeaways from Meeting wi…

I have held Oracle for well over 10 years. I finally sold last week. Key reason was, in the world of AI, Oracle is beco…

Talk about a roller coaster. Conclusion is Matsa lives to fight another day. Quick recap = 14th September - Matsa annou…

Went to Fujitori over the wkend. It was full at 6:45 on Satuday. Lucky, we made a reservation. Overall, it is different…

Stock has been weak. Two updates worth commenting. Broadly, these two pieces of news were negative. The investment case…

The stock has been VERY weak so far in 2026. Three reasons: 1) It is seen as a software internet stock - can AI disrupt…

Sometimes, finishing a K-drama can feel like work that never ends. Think East Palace. Spooky is NOT one of these K-dram…

These two articles (BBC + CNBC) are worth a read: https://www.bbc.com/news/articles/c14dpgm0rg4o https://www.cnbc.com/2…

Our swimming pool has a dark patch where the pebblecrete has peeled off where one can see the concrete. See Pic 1. Foun…