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What Do You Ask First?
Some colleagues open an AI tool and do not know what to ask first. Helping them connect it to a real task may do more than another demonstration of its features.
· 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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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
The Cost of Waiting
Waiting for lower interest rates may bring a better selling price, but the bills keep coming.
· 2 min read
The AI Came Later
Five weeks ago my job changed. The brief was to lead an AI transformation across a listed property group with five…
· 3 min read
Two Hands on the Yield Curve
Last week the US Treasury started buying its own long bonds to push long yields down.
· 3 min read