CHINA AI: Moonshot's Kimi K3 Just Spoiled the Semiconductor Party !!
Moonshot unveiled its Kimi K3 AI model, which rivals the top US frontier models in intelligence at a fraction of the run cost. Kimi K3 ranks third...
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Data Centers: The Trillion-Dollar Build-Out Investors Can't Ignore
Global data center capacity set to nearly double by 2030, with power constraints posing key risks as electricity demand also doubles. Hyperscalers...
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Transport Titbits — Checking Out eCommerce
The growth in online retail spending, which has continued to grow materially faster than in-store, remains a key driver of (1) global air freight...
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KTX Investment Outlook 3Q26: The Broken Backbone of Global Liquidity
We believe the recent rally in US equities, particularly Al-related stocks, has masked signs of tightening global liquidity. Against this...
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Overview #67 - Thin Air
A review of recent events/data impacting our investment themes and outlook. We look at the recent market action in the US as well as clues as to...
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