By Kean Chan • July 30, 2024
Articles I’m reading KKR published their usual decks (Global Macro Trends) that are always filled with brilliant content and charts, and they...
By Kean Chan • June 23, 2024
Articles I’m reading Zichen Wang of Pekingnology shared about China’s Third Plenum – that Beijing may have finally come around to stimulating...
By Kean Chan • May 26, 2024
Articles I’m reading Ever heard of the Global Disinformation Index (GDI)? Freddie Sayers from Unheard published this article last month...
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...