Pinned๐๐ก๐๐ญ ๐๐จ๐๐ฌ ๐๐๐๐ ๐๐๐๐๐๐ ๐ฌ๐๐ฒ ๐๐๐จ๐ฎ๐ญ ๐ ๐ง๐๐ฐ ๐ฆ๐จ๐ง๐๐ญ๐๐ซ๐ฒ ๐ฌ๐ฒ๐ฌ๐ญ๐๐ฆโฆ๐ฐ๐๐๐๐๐ ๐๐๐๐๐๐: Compared to silver, gold has historically been more likely to be confiscated by governments (e.g., United StatesโโฆMay 28, 20231May 28, 20231
PinnedESG compliance on consumer essentials is a policy mistakeWhile I believe ESG investing should be a personal choice, for better or worse; the practice of ESG compliance as an industry-wide norm isโฆApr 17, 2023Apr 17, 2023
PinnedThe enemy of the dollar is gold, not yuan or renminbiIntroduction to gold-backed currenciesApr 17, 2023Apr 17, 2023
PinnedPublished inStartup Stash2023 And Beyond (Part 3): De-Dollarization?In my earlier posts, I discussed about the immediate challenges to the current state of energy and food (in)securities. Without access toโฆJan 30, 202330Jan 30, 202330
Thoughts on Brzezinskiโs The Grand ChessboardThis book is a good read, not so much what to emulate from it but to get closer to understanding the geostrategic decision-making frameworkโฆSep 24, 2024Sep 24, 2024
โ๐ฎ๐๐๐ ๐๐ ๐๐๐๐๐. ๐ฌ๐๐๐๐๐๐๐๐๐ ๐๐๐๐ ๐๐ ๐๐๐๐ ๐๐โ ๐ฑ๐ท ๐ด๐๐๐๐๐This axiom involves thinking currencies/bonds as credit (illicitly or otherwise), or earned social favours, rather than moneyโฆMay 7, 2024May 7, 2024
Goldโs next moves? Blackrock, silver and bitcoin to back CBDC? Over-regulation worsens inflation?Main talking points:Aug 14, 20235Aug 14, 20235
๐๐จ๐ฆ๐ฆ๐จ๐๐ข๐ญ๐ฒ ๐ฐ๐๐ซ๐๐๐ซ๐: ๐๐ข๐ฅ ๐ฎ๐ฉ๐๐๐ญ๐The market is flooded with 249MM (million) paper oil barrels since mid-April 2023.Jun 1, 20233Jun 1, 20233
๐๐ก๐๐ญ ๐ข๐ฌ ๐๐๐จ๐ฉ๐ 4 ๐๐ฆ๐ข๐ฌ๐ฌ๐ข๐จ๐ง?This is a new term created by the World Resources Institute, to account for: 1) avoided emissions. 2) post-sale emissions. 3) organizationsโฆMay 18, 2023May 18, 2023
Critical analysis: The math says free market has negative view on its viabilityIn Malaysia, 150,000 voluntary carbon credits were auctioned, with carbon pricing between USD$ 4โ15 per carbon credit. Thus, total value ofโฆMay 2, 2023May 2, 2023
The gold war that we donโt seeWould Shanghai Gold Exchange come out on top?Apr 27, 2023Apr 27, 2023
๐๐-๐๐จ๐ฅ๐ฅ๐๐ซ๐ข๐ฌ๐๐ญ๐ข๐จ๐ง: ๐๐ก๐ฒ ๐๐ฎ๐ซ๐๐ฌ๐ข๐๐ง ๐๐๐ง๐ญ๐ซ๐๐ฅ ๐๐๐ง๐ค๐ฌ (๐ฌ๐๐ง๐ฌโฆ1) What is inflation? 1.1) Inflation that is announced by central banks like the Fed, or the value of fiat currency (money printed)โฆApr 5, 20231Apr 5, 20231
Published inStartup StashSummary of All-In Podcast And The Macro Compass on The Silicon Valley Bank (SVB) Saga1)Silicon Valley start-ups use SVB to deposit funding they have gained from closing VC-funding rounds.Mar 12, 2023Mar 12, 2023
ESG and money (why high ESG scores and high returns do not co-exist)โtherefore the link between good ESG scores and higher returns are fundamentally incoherentโฆโฆ.โFeb 21, 2023Feb 21, 2023
Summary of a Very Good Talk on Energy-minerals of RE TechnologiesBriefly summing up this very good talk by Mark Mills on renewables: (1) environmental impact, (2) disparity in allocations of investmentโฆFeb 13, 2023Feb 13, 2023
2023 and beyond: Orienting towards BRICS, G7 or somewhere in between? Part 1, energy (in)securityThe year of 2022 is a year of crisis just as we thought that the COVID-19 pandemic was about to end. The issues range from energy securityโฆJan 3, 2023Jan 3, 2023
Malaysiaโs Anwar should work with Indonesiaโs Jokowi to procure discounted Russian oilHigher food and energy prices would likely plague us in the next couple of years. While Malaysia cannot escape the global trend ofโฆDec 3, 2022Dec 3, 2022
Published inStartup StashElectrical Vehicles (EVs) May Not Save The Climate With Unintended Consequences On Inflation AndโฆPurchasing power for EVsNov 21, 2022Nov 21, 2022