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Who Brings AI into the Working Day?
AI is making internal tools faster to build. The key is someone who understands the business, turns everyday problems into working systems, and helps colleagues adopt them.
· 2 min read
Property Strategist & Market Observer
Notes on Hong Kong property, and the cycle underneath.
A short read every Wednesday on rates, capital flows and the Hong Kong market. What I notice from working in it.
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What Would Change My Mind?
Rate hikes have followed the warning made in May. As the fourth quarter approaches, the next test is the timing of a…
· 2 min read
Bitcoin: Watch the Calendar or the Price?
Bitcoin’s four year cycle provides context, but the price gives fresh clues.
· 2 min read
The Cost of Waiting
Waiting for lower interest rates may bring a better selling price, but the bills keep coming.
· 2 min read
The AI Came Later
Five weeks ago my job changed. The brief was to lead an AI transformation across a listed property group with five…
· 3 min read
Two Hands on the Yield Curve
Last week the US Treasury started buying its own long bonds to push long yields down.
· 3 min read
The Week They Bought Their Own Bonds
Three dates tell the story of this summer. In late July, Japan stepped in to buy yen, and for the first time in fifteen…
· 3 min read