Musings of a 50+ year old boy – a halftime journey

Much has happened since China’s DeepSeek revelation was unleashed to the world in January and shocked everyone. The Sputnik moment invigorated the industry and a new AI quantum leap is now possible. This recent article from FT (Financial Times) author June Yoon caught my eye. It perfectly explains China’s overall AI strategy as the US…

Finally, my wife and I are moving towards the next phase of our half-time journey, looking to settle into our retirement mode. It will open up a new world of possibilities as we acquire new experiences. Previously, I had stopped working full-time for almost 6+ years after leaving my last banking role in 2017. During…

I have been thinking about the likely strong investment signals for 2025 as events shape the volatility of the markets. Putting my thoughts to paper will give me further clarity on where to put my limited resources. Identifying clear megatrends would be the first step in this top-down approach to drill down into stocks and…

Time flies and it is already Feb and I am late for my annual setting of new year goals to list my Key Performance Indicators to achieve for 2025. This year is a bit different from previous ones. I have decided to join my wife and retire from full-time work. At 58 and 56 years…

I review my previous annual goals and KPIs (Key Performance Indicators) at the beginning of each new year for the ones I set out last year. This year I am running a bit late and it is already 02 Feb. So much has happened within the first month, with the new American president on 20…

In 2 days, the great disrupter will again take over the office of the most powerful job in the world. While he is more prepared this time than in 2016 with the crypto bros rallying him on, I cannot help but feel we will be in for a wild ride in the next 4 years.…

Year-end is always a special time for us as we celebrate Christmas and New Year with loved ones and gather for good food. This year was even more special as our older son returned from HK to spend time with us and we squeezed in a 1-week family vacation to Hanoi too. 24 Dec –…

I recently came across this annual report by futurist and author CEO Amy Webb. Via a long summary, she set up some thought-provoking 2025 Macro Themes which I had reread a few times to fully digest the various topics she was conveying. The future looks bright with multiple tech breakthroughs I first heard about the…