Between US President Donald Trump’s April 2 volley of tariffs and Chinese President Xi Jinping’s three-country stop in Southeast Asia just two weeks later, most of the Asia-Pacific’s attention was captured by the implications of these contrasting developments. But what happens on the ground in smaller countries offers a more interesting composite of local dynamics … Read more
I’m listening to a fascinating podcast from the BBC about Whisky Bandits. The scam is that you buy a cask of whisky for thousands of dollars, but the cask you bought does not exist. In other words, you just got a piece of paper saying that you own a cask or, in simpler terms, you … Read more
By Brian Lantier, CFA NASDAQ:VIOT READ THE FULL VIOT RESEARCH REPORT On Tuesday, March 25th, Viomi Technology (NASDAQ:VIOT) released its second half and full year for 2024. As a result of the company’s divestiture of its IoT business in August 2024, the company is a pure-play home water systems and home appliance company. Importantly, the … Read more
Perplexity also has a Deep Research tool now, and it’s powered by a version of DeepSeek R1. According to the announcement, the AI search engine’s new tool does “in-depth research and analysis on your behalf,” by crawling the web and compiles a comprehensive report of its findings. If Deep Research sounds familiar, that’s because Google … Read more
Here are some random things I’ve been thinking, reading and watching lately: The Big Long wouldn’t sell nearly as many copies as The Big Short but its readers would make far more money. P.S. I’m writing a new book. Still workshopping the title. ******* This was some good father-son financial advice on Landman: You got … Read more