Latest

06
Mar
How high will oil prices rise?

How high will oil prices rise?

The situation is far too precarious. The Strait of Hormuz is incredibly narrow, with shipping lanes only two miles wide.
1 min read
06
Mar
2026 Flashpoint: Seven Days of Blockade, Global Economic "Cardiac Arrest," and the Great Logic Reset

2026 Flashpoint: Seven Days of Blockade, Global Economic "Cardiac Arrest," and the Great Logic Reset

In early March 2026, as the first missiles crossed the Strait of Hormuz, the decade-long era of "low volatility&
3 min read
02
Mar
The Great Rotation: When Capital Tires of AI, Who Takes the Reins?

The Great Rotation: When Capital Tires of AI, Who Takes the Reins?

Over the past two months, Small-Cap Value stocks have surged by 8.9%, emerging as the unexpected dark horse of
2 min read
01
Mar
China EV retail sales fell 20.0%

China EV retail sales fell 20.0%

China's retail sales of electric vehicles (EVs) fell 20.0% year-on-year in January 2026, totaling only 596,000
01
Mar
The Iran Factor: Oil Spikes This Monday—Will the Stock Market Crack?

The Iran Factor: Oil Spikes This Monday—Will the Stock Market Crack?

Monday’s open will be a moment of "Survival Repricing" for global markets. The joint U.S.-Israel
2 min read
28
Feb

China’s Central Bank (PBoC) is tapping the brakes on RMB appreciation

Starting March 2, the reserve requirement for FX forward trading drops from 20% to 0. The message is loud and
1 min read
28
Feb

The Mid-Game Reset: AI Conviction Enters the "Deep Water"

If the initial post-earnings dip was an emotional vent, Friday’s 4.2% slide in NVIDIA signals a deeper fracture
1 min read