AI: Reset to Zero

Independent Investment & Economic Researcher. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...

Bridging the gap between the world's most important industry, semiconductors, and business.

Notes on economics and more

Economics and other interesting stuff

Deep coverage of technology, China, and US policy. We feature original analysis alongside interviews with leading thinkers and policymakers.