Shortage 10% of the global semiconductors demand comes from the automotive industry. The onset of the current chip shortage lies in covid-induced global shutdowns. The shutdown led to a drastic reduction in global demand for semiconductors. But rather unanticipated, demand for chips recovered in Q3/20 as consumers increased their use and purchase of electronics, especially […]
Read More »
As of 2021, it is estimated that there are about 4.66 billion people with internet access… Considering the world population is breaching 8 billion, I think this figure is still shockingly low. And with this insufficiency comes opportunities. More people are now being assimilated by the Great Internet Age at a faster-than-ever pace. Digital technology has […]
Read More »
It is now 2021… and no matter who you are, you’ve probably heard about “Bitcoins” somewhere at some point in recent years, whether from a friend/family, the media (most common), your co-worker, or Bob the-always-half-naked-dude down the block. Yet despite how ubiquitously “bitcoin” seems to be plastered everywhere, most people still couldn’t really wrap their […]
Read More »
At the time of writing this article in Jun 2021, the video gaming market was estimated at $208billion in 2020. The gaming industry is expected to further growing at 5% CAGR over the next 4 years. The proliferation of video gaming over the past several decades has vindicated the wide emergence of […]
Read More »
Commodities supercycles are decades long periods in which certain commodities experience price appreciation at paces and magnitudes greater than those experienced in other periods of typical up and downswings. A few instances of commodities supercycles in recent history include the era of 1910s (in which rapid urbanization of the US drove demand for various commodities), […]
Read More »
Arconic Inc. is a company that I’ve been following and am invested in since Oct 2020. It spun off of Howmet in Apr 2020 and is a manufacturer of aluminum sheet rolled products used in ground transportation, industrial packaging, and building construction. The stock languished since November 2020 and still trades at a relatively sizable […]
Read More »
Some rule of thumbs for establishing credit spreads (from TastyTrade) – short delta 30 strikes – seek to collect 1/3 of the width of the strikes in premium sold. – based on a short 30 delta, long strike should be optimally placed between 10 and 20 delta, at which would grant you 1/3 of the […]
Read More »
In both economic and political systems, it is undeniable that the actual microcosmic individuals constitute the said systems. Yet in both systems, there is a tendency to stray from focusing on the individual to focusing on the overall health/robustness of the systems as a whole. This focus on the whole mostly pertains to ensuring that […]
Read More »
It wasn’t that long ago – approximately 1 week – that I saw the JRE podcast featuring Michael Osterholm stating matter-of-factly that we need to embrace for a Coronavirus winter, not a few weeks of inconvinent pain… Hearing the take, I thought it was alot more severe than the consensus at the time, to the […]
Read More »