What I learned when a Hong Kong friend asked about US estate tax, why every non-US investor holding US-domiciled stocks or funds faces an estate tax of up to 40% above a tiny exemption, and the portfolio I’m building to fix it.
Every AI chip in every data center depends on a handful of Japanese factories most investors have never heard of. Priced …
Amazon and Meta are pouring tens of billions into AI infrastructure. One has a plan. The other is chasing a dream. …
Japan just lifted 80 years of arms export restrictions — and almost nobody in the investment community noticed.
How I’ve performed YTD and over the last year, every position I hold, the philosophy behind the portfolio, and …
How I’ve performed YTD and over the last year, every position I hold, the …
I’ve always been drawn to contrarian ideas – those …
In the ever-evolving landscape of commodities, tin …
The recent surge in copper prices to a 14-month …
Like many who invest, I have made my fair share of …