Macroeconomic Musings
A Brief History of Gold (Part I)
A comprehensive exploration of gold's monetary history, from the origins of precious-metal coinage to the collapse of the Bretton Woods system.
May 2025Read note
Latest Research
Research Notes
Resilient Recovery & Growth Drivers: Alibaba FY2025 Q3 In-Depth Analysis
An in-depth analysis of Alibaba Group, examining financial performance, business segments, competitive position, and valuation.
April 2025Read note
Areas of Interest
Views and explorations on markets, economies, and innovation
Research Notes
Detailed company and industry analyses with valuations.
Macroeconomic Musings
Exploring big-picture trends in the global economy.
Trend Watch
Long-term shifts in technology and financial markets shaping the future.