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Ten Years Already
Ten years after We Once Believed, an unexpected path from filmmaking to property sales and AI offers a chance to reflect on change.
· 2 min read
Property Strategist & Market Observer
Notes on Hong Kong property, and the cycle underneath.
A short read every Wednesday on rates, capital flows and the Hong Kong market. What I notice from working in it.
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The Next Opportunity
Markets may begin pricing the next phase before the Fed changes course.
· 2 min read
Can Hong Kong Escape the Pressure of Higher Rates?
Higher rates are raising the hurdle for taking risk, with US small caps and Asian equities already under pressure.
· 2 min read
What Do You Ask First?
Some colleagues open an AI tool and do not know what to ask first.
· 2 min read
Who Brings AI into the Working Day?
AI is making internal tools faster to build. The key is someone who understands the business, turns everyday problems…
· 2 min read
What Would Change My Mind?
Rate hikes have followed the warning made in May. As the fourth quarter approaches, the next test is the timing of a…
· 2 min read
Bitcoin: Watch the Calendar or the Price?
Bitcoin’s four year cycle provides context, but the price gives fresh clues.
· 2 min read