The near future
The huge increase in Capex and building lot of chip fabrication facilities in China, US and Asia look like to…
Group think
I don’t know how to read the market, but it does look like it is going nowhere. Rally a little…
Share buyback.
I don’t have any data to back it up but it certainly look like more companies are buying back shares.…
Haw Par 11 years later
Actually close to 11.5 years. Return is so so, just more than double from about $5 post split. About 7%…
Inflation, interest rate and valuation
We all know about the current inflation but what causes inflation? My limited understanding, not the academy definition, is that…