Setting Off Again After Fifty Years: Artemis and a Deliberately Low-Key New Space Race
When Artemis II launched on April 1, 2026, NASA's command center erupted. The Orion spacecraft carrying four astronauts was flying along lunar orbit — humanity's first return to lunar orbit in 52 years.
One War, Four Fissions: How the Iran Conflict is Rewriting the Underlying Logic of Global Geopolitics
Suppose early 2026, the US-Israeli coalition launches massive airstrikes on Iran, and the Supreme Leader is killed in the early stages of the conflict — this would be the largest political decapitation in modern Middle Eastern history.
The Hormuz Navigation Dispute: Malaysia vs. Singapore and ASEAN's Deepest Diplomatic Rift
The public dispute between Malaysia and Singapore over Hormuz Strait navigation rights reveals two fundamentally different geopolitical philosophies within ASEAN.
Small Gas Generator Sets: The Underestimated Energy Winner of the AI Era
Everyone is talking about computing power, chips, and data centers in this AI wave, but few are seriously watching electricity. Those selling generators may be the most understated winners of this market cycle.
From Oil Crisis to Hormuz Game: Energy Geopolitics Revisited
In October 1973, long lines at American gas stations stretched for miles, drivers waiting hours to fill a tank—this is the collective memory left by the first oil crisis. Fifty years later, when traffic through the Strait of Hormuz dropped from 130 vessels daily to just 6, and oil prices surged 60% in a week, history seems to be repeating itself in an astonishing way.
Unprecedented Hog Cycle: Cyclical Opportunities Amid Deflation
In early April, news that "Hainan live pig prices fell below 4 yuan/jin" exploded in the industry. Below 4 yuan is not a price trough—it's a price abyss. Vegetables more expensive than meat, pork cheaper than greens—this isn't irony, it's the reality of China's pig farming industry in 2026.
What Should You Do with your portfolio if "They" arrive?
The US government quietly registered two domains: alien.gov and aliens.gov. Tennessee Congressman Tim Burchett, after the latest classified alien briefing, said: "If the public hears this content, I think the whole country would descend into chaos.
The Farthest 10,000 kilometers, Betting hundreds of Billions
On April 6th, Artemis II astronauts woke up 65,000 miles from Earth, testing their spacesuits, waiting for tomorrow's lunar flyby. The media calls it a "historic moment" - true, but only half of story. The other half is: how do we account for this?
Peaceful Years, Qingming in Ninghai
Before and after Qingming, the mountains in eastern Ninghai are a deep green. The light rain doesn't become rain, the air is moist, the azaleas by the roadside bloom densely, red with a bit of silence.
The Next Landmine: Buried in Private Credit
Someone who lived through Lehman's collapse says he's smelling something familiar.
Oman's Long list and the Middle East's order vacuum: New Opportunities for Chinese Manufacturing
A long procurement list reflects a Middle East power structure in reconstruction.
Business Beyond the Battlefield: Chinese Opportunities in Chaotic Middle East
Outside is war, inside is business negotiations. This isn't indifference, this is clarity. One meeting pulls out three threads: How to enter the Middle East market? Who is leading the capital flow? Why is it China?
2024 Asian Market Investment Outlook
Outlook on 2024 Asian market investment opportunities, analyzing investment potential and risks in China, Southeast Asia, Japan and and regions. In the context of global economic changes, Asian markets present unique investment value.
Long-term Logic of Value Investing
Sharing 25 years of investment career understanding of value investing, and how to maintain calm in market volatility. True value investing requires patience and independent thinking.
Southeast Asian Economic Rise and investment opportunities
in-depth analysis of Southeast Asian economic development trends and regional investment opportunities. Investment strategy with Singapore as a hub.
Global Energy Transition Investment from a Middle East Perspective
Observing global energy transition investment opportunities from Dubai. Balancing traditional and new energy investments.
Japan's market revival and corporate governance reform
Analyzing the value revaluation opportunities from Japan's corporate governance reform and Tokyo market investment strategies.