Tag: #investing
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 25 posts
Japan Stock Market 2026 — Escaping Deflation and Governance Reform
An analysis of the 2026 Japanese stock market through the lenses of wages and prices, governance reform, and the yen and Bank of Japan policy. We cover key sectors and foreign capital flows, the currency variable Korean
2026-06-18 · 24 min read #japan-stock#nikkei#corporate-governance#boj#yenEconomic Moats — What Lets a Company Survive for Decades
A look at what an economic moat is and why it matters for long-term investing. We cover the five types of moats, the risk of erosion, how to gauge a moat with ROIC, and how the idea connects to value investing.
2026-06-18 · 23 min read #finance#investing#economic-moat#value-investing#competitive-advantageReading Earnings Season — The Language of Results and Guidance
How to read the earnings season that returns every quarter. We cover the structure of an earnings release, consensus and surprise, why guidance moves stocks, reading the conference call, the trap of non-GAAP metrics, and
2026-06-18 · 22 min read #finance#investing#earnings-season#guidance#epsChina and Emerging Markets 2026 — Between Risk and Opportunity
A look at China and emerging markets in 2026 through the lenses of economy and policy, real estate, technology self-reliance and regulation, geopolitics and de-risking. We weigh alternative markets such as India, a diver
2026-06-18 · 20 min read #china-stock#emerging-markets#india#geopolitics#diversificationKorea Stock Market 2026 Outlook — Semiconductors, Value-Up, and the Challenges Ahead
We examine the Korean stock market in 2026 through four axes: semiconductor weighting, the Value-Up program, foreign investor flows and the exchange rate, and governance reform. We weigh the bull and bear cases in a bala
2026-06-18 · 24 min read #korea-stock#kospi#semiconductor#value-up#investing