By Kean Chan • March 31, 2024
Articles I’m reading Reuters reported about Taiwanese chip manufacturers expanding their operations in Japan, which is illustrative of the China...
By Kean Chan • February 18, 2024
Articles I’m reading Dario Perkins of TS Lombard updated on where we are in the economic and business cycle, along with all the peculiarities of...
By Kean Chan • January 18, 2024
Articles I’m reading Bridgewater published an article “The Big Picture: Back to the Future” where they explore the big secular forces that will...
By Kean Chan • October 15, 2023
Articles I’m reading AQR Capital Management published a paper “Honey, the Fed Shrunk the Equity Premium” where they explore the implications of...
By Kean Chan • August 27, 2023
I’ve started a monthly series where I share interesting things I’ve come across (articles, podcasts, reports, recent travels, etc.) with brief...
By Kean Chan • June 26, 2023
I’ve started a monthly series where I share interesting things I’ve come across (articles, podcasts, reports, recent travels, etc.) with brief...
By Kean Chan • May 27, 2023
I’m starting a monthly series where I share interesting things I’ve come across (articles, podcasts, reports, recent travels, etc.) with brief...
By Kean Chan • March 26, 2023
“There are decades where nothing happens; and there are weeks where decades happen” Vladimir Lenin I was visiting relatives in Kuching, Sarawak...
By Kean Chan • October 31, 2022
“Perception is strong and sight weak. In strategy it is important to see distant things as if they were close and to take a distanced view of close...
By Kean Chan • October 2, 2022
The Battle of Red Cliffs (赤壁之戰) at the end of the Han Dynasty, ca. AD 208 “The world under heaven, after a long period of division, tends...