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The Next Opportunity
Markets may begin pricing the next phase before the Fed changes course. Long-term bonds are becoming worth another look, while gold may need further consolidation before a renewed advance in 2027.
· 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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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
The Cost of Waiting
Waiting for lower interest rates may bring a better selling price, but the bills keep coming.
· 2 min read