Hong Kong Property Long before it was popular to announce to your shareholders that you were pivoting to a bitcoin...

The No-Earnings Companies Starting off this week’s theme, we were reminded of an old article by Erik that really challenged...

Macau Casinos We just returned from a week-long trip to Hong Kong and Shenzhen. We were planning on updating you...

This is the first week where KEDM gets published under new ownership. As mentioned before, from the community/user perspective it...

We are going to keep this pretty short as we are currently boarding a plane in Dubai for Hong Kong. ...

Last year in Anatomy of a Private Equity Train Smash we made a bold call – that private equity would be the...

Two months back, we were at a family wedding, and ran into some uncles, cousins and other assorted relatives that...

It’s said that markets don’t usually crash from equity bros doing really stupid things, but they usually crash from debt...