Dec 20, 2022Member-onlyThe Bull-to-Bear Market TransitionThe intuition behind the transition and to see it. The transition from bull market to bear market can be imagined as the battle between the physical bulls and bears over a territory of precious gems. …Economy3 min readEconomy3 min read
Dec 11, 2022Member-onlyAbout Punctuality at WorkIt’s about respect and discipline Recently on LinkedIn, I kinda had enough with posts regarding not adhering to work timings because one is able to finish his/her work and I rebutted a popular voice on LinkedIn. I had thought that I will be receiving a lot of negative comments because…Remote Work2 min readRemote Work2 min read
Nov 26, 2022Member-onlyThe Taiwan Election Says It All US has lost The result of the Taiwan election is that the original…The Taiwan Election Says It All US has lost The result of the Taiwan election is that the original party, Kuo Min Tang, or KMT in short, is back in power. That, is not what the US wanted and is what China favors. Why? For those who don’t know, the…Taiwan3 min readTaiwan3 min read
Nov 21, 2022Member-onlyFTX Saga: Social Responsibility of Reputable “Sophisticated Investors”They implicitly lend their credibility in your investments I’ve written an article just yesterday talking about the FTX saga and the one thing that we can learn from it. In summary, it is just saying that the last, almost vertical, run up from March 2020 was a euphoric run that…Economy2 min readEconomy2 min read
Nov 20, 2022Member-onlyYield on CryptocurrenciesIt’s a scam A few years back, a good friend of mine told me that he had gone into cryptocurrencies and that he had purchased coins and lend them out at a yield of 8.5%. I questioned on the business model because 8.5% looks like a very good deal in…Cryptocurrency2 min readCryptocurrency2 min read
Nov 20, 2022Member-onlyThe FTX Saga Confirms One ThingWe were in a bubble and it has popped Reflecting on 2008 GFC If there is one thing that really stands out in the 2008 GFC, it is that corporate governance failed at a massive level in the big banks, and that contagion spread to other financial (and to a lesser extent, non-financial) firms…Business2 min readBusiness2 min read
Oct 2, 2022Member-onlyShow Some Good Leadership Attributes PleaseRanting on poor leadership I’ve experienced recently When it comes to leadership, I have no lack of experience with both the bad and the good ones as a follower and personally having held leadership positions through different stages of my life. …Leadership4 min readLeadership4 min read
Jan 5, 2022Member-onlyInflating ContributionsHow Data and Statistics can be used to lie Many years back, I attended an internal department town hall and a selected few speakers internal to the organization but external to the department were invited to share about their work. The purpose of which was to expose the technology department…Statistical Analysis3 min readStatistical Analysis3 min read
Dec 23, 2021Member-onlyAbout Integrity in Software DevelopmentWhat does it say of you if you vastly over-quote effort to for an internal project? A few years back while I was taking my specialist diploma in Big Data and Streaming Analytics, I had a classmate who was a senior database developer. We seldom talk. …Effort Estimation4 min readEffort Estimation4 min read
Oct 10, 2021Member-onlyUSD is Going to Fall Quite a LotTime to Hedge Against USD I’ve written an article on 12th Sep 2021 warning about the Equity Markets. The article turned out to be quite well-timed for that was the week that S&P peaked (at least until now) and volatility experienced a renewed vigor. Macroeconomics Politics Now, what is the next macro…Trading4 min readTrading4 min read
