Emerging Market Links + The Week Ahead (June 15, 2026)
Again, I hope any investor readers have recovered from Space X IPO mania to remember that the investment universe goes...
Again, I hope any investor readers have recovered from Space X IPO mania to remember that the investment universe goes...
I asked DeepSeek to do a quick summary of this normally lengthy post (in the past, it would hiccup when...
The Korean market or rather Korean retail investors have apparently sparked a frenzy with ZeroHedge naturally being the most breathless...
NOTE: This lengthy post gets caught up on numerous stock pieces/earnings presentations appearing on a few sites and a chunk...
I am back from a roughly 3 week holiday in Korea and this post clears out my inbox up until...
Note: I am on holiday in Korea (in Busan right now) - meaning this post that is usually at the...
I am traveling to Korea (Seoul/Jeonju/Busan, etc.) on frequent flyer miles (meaning long stopovers to and from in Taipei); but...
Emerging markets pioneer investor Mark Mobius died last week leading to a variety of tributes from various media sources: Veteran...
The Middle East conflict is now entering the stage where we have a blockade of a blockade: Edward Dowd@DowdEdwardI can’t...
The Asset has noted a report about how investors are rewiring portfolios amid energy shock (🗃️) with emerging markets playing...
I need to have my home Internet changed over from copper to fiber (which my building apparently has) hopefully this...
This normally on Monday post took a bit longer given the length of material to include (e.g. earnings presentations posted...
Ramadan fasting ends around the end of the week and I suspect the Middle East war might actually start to...
With war raging in the Middle East, this is one thing that seems to be flying under the radar (including...
The Israeli/USA attack on Iran and the Iranian response is already starting to hit the so-called “safe haven” image of...