From Blair to Burnham: a Simple Guide to Labour’s Modern Parliamentary Factions , and Owen Tsai March 19, 2026
Oil's role in the economic cycle has changed — growth and recession now have other drivers , and KC Law (Economist) March 18, 2026
[Member Video · Fung's Study Group]What Constitutes Value? Is PayPal's P/E of 8x a Trap or an Opportunity? Jacky Fung's Full Investment Thesis at $41 — Laid Bare , and Sinic March 12, 2026
Oil price surge meets recession fears — but this time the old playbook may not apply , and KC Law (Economist) March 11, 2026
Every surge in Hong Kong government infrastructure spending has coincided with economic and employment downturns , and KC Law (Economist) March 4, 2026
Leading the Shield: U.S. Defence Procurement and the Economic Architecture of North American Security , and Lena Mak (Associate Analyst, Canada) February 27, 2026
Abe and Takaichi have been mythologised — but Japan's structural problems remain , and KC Law (Economist) February 25, 2026
Behind Sanae Takaichi’s Election Victory: Japan’s Economic Resilience and Industrial Reality , and Andrew Wong February 12, 2026
Tech investment outpaces economic fundamentals -reversion inevitable when divergence widens , and KC Law (Economist) February 11, 2026
North America's Mind-Body-Spirit Boom: An Industry in Rapid Ascent , and Herman Ho (Economic Reporter) February 5, 2026
Misery Index volatility rising — frequent stagflation episodes trace back to the Fed , and KC Law (Economist) February 4, 2026
[Member Video · Fung's Study Group] Could European De-Risking from America Trigger Capital Flight and US Equity Devaluation? | Fung's Decision to Purchase MSFT Options , and Sinic , and Jacky February 2, 2026
Behind U.S. Think Tank Taiwan Invasion Scenarios: The Gap Between Xi Jinping and Western Strategic Imagination , and Andrew Wong January 23, 2026
![[Member Video · Fung's Study Group]What Constitutes Value? Is PayPal's P/E of 8x a Trap or an Opportunity? Jacky Fung's Full Investment Thesis at $41 — Laid Bare](https://storage.ghost.io/c/1b/4d/1b4d800c-2a07-4643-b34d-515479e24500/content/images/size/w1304/format/webp/2026/03/A127E--1-.png)
![[Member Video · Fung's Study Group] Could European De-Risking from America Trigger Capital Flight and US Equity Devaluation? | Fung's Decision to Purchase MSFT Options](https://storage.ghost.io/c/1b/4d/1b4d800c-2a07-4643-b34d-515479e24500/content/images/size/w1304/format/webp/2026/02/---------------------------------------Delta---Gamma---Theta---Vega-------------------.png)
