When we thought that the disruption of global supply chains was about


The world is getting more chaotic and uncertain. With armed conflict taking


What a data heavy week it has been! The worsening inflation numbers


Happy Lunar New Year to all my Chinese friends! The Lunar New


Unlike the stock pick for last week, this week’s stock pick brings


How did the US stock market usher in the new year? The


Happy New Year! How’s your start to 2022?  It’s been a wet