Category: Uncategorized

Just when you thought that Nvidia cannot surprise the market anymore, it did it again at its GPU Technology Conference (GTC) on Monday. CEO Jensen Huang’s keynote announcement of its new products blew the competition away. Again! Just less than a month ago, Nvidia’s stunning quarterly financial results (which I wrote about in an earlier blog)…

What is a career pivot? It is a planned, purposeful change in career direction. It can be a move to a related field, or to something completely new. Whatever its direction, a pivot is a meaningful change that requires thought and careful planning. An ex-colleague had recently asked me why I hadn’t considered writing about my…

This week was the planned Opening Ceremony of our fund management company on Wed. The founder had chosen a few auspicious dates/times for us about a month ago to pick one out of 3 dates with a specific timing of between 1100 to 1300. We decided to go for 06 Mar, this Wed. It was…

Remember the days when we were told about El Nina and El Nino? Some years were supposed to be hotter and the other year will be cooler. Nowadays, we have started to see wild swings in temperature within the year and even weeks. We have Climate Change to blame. 2023 is now officially the warmest…

I wrote about AI and what to expect in 2024 a few weeks back. I predicted that it would be a crazy and bullish year of AI advancement given what we had seen over the previous 14 months when ChatGPT was introduced. Little did I expect that within the last 2 weeks alone, there was…

On Valentine’s Day this week, an article from Bloomberg struck me as a high probability risk that a black swan moment may be approaching us. I have been observing this sector for the last few weeks as many banks around the world have been adding loss provisions and reserves to their property portfolio, particularly for…

It was a long few weeks of celebrations as the traditional CNY (Chinese New Year) festive period is traditionally practised. We will have a few reunion dinners before the actual day and then at least 3 more days of non-stop feasting and gathering of family members. It is also a period to count our blessings…

ChatGPt was launched on 30 Nov 2022. It has been an explosive 14 months of non-stop AI growth since then. I have written about its progress every few months since then and it is time to do it again, to look into my crystal ball and see what lies ahead in 2024. Firstly, let’s talk…