Category: Uncategorized
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Markets Roar Back on Potential Ceasefire – Fresh Off the Oven Newsletter
Interested in information and in-depth analysis on markets, investments and economies around the world? Subscribe to my newsletter here. Disclaimer: This is not financial or investment advice. I take no responsibility for anyone’s decision regarding this. Markets at a Glance United States, S&P 500 (+2.3%): It has indeed been a…
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OpenAI Debacle? Fresh Off the Oven Newsletter
Markets at a Glance United States, S&P 500 (+0.9%): Some semblance of optimism returned to the U.S. markets. Investors are cheering some of the strong results released by AI hyperscalers, but by and large, they are also wary of the developments within the Federal Reserve. China, Hang Seng China Enterprise…
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The Commodification of Privacy – Reflections on The Circle by Dave Eggers
“Hey, can you do a face reveal?” One of the comments I read on a popular faceless YouTuber channel. It had 3,000 likes and was the top comment on that video. Two weeks later, that creator announced that he was doing a face reveal on a YouTube post. He created…
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I Did the Boring Thing and Read 672 Pages of MTT Shipping’s Prospectus: Here’s 7 Things to Know
Container shipping and logistics isn’t the most sexy thing. Well, at least compared to the cutting edge AI companies that gets all the attention. But I think it is the sleeper sectors and companies that are the most valuable. They are in the background. They don’t flaunt their achievements. They…
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5 Things to Know About Exxon Mobil (2026)
Exxon Mobil explores for crude oil and natural gas in wells, and also manufactures oil-related products. Its revenue contribution is about 50% derived from North America, with the other 50% coming from its global operations. Disclosure: This is not investment or financial advice. I take no responsibility for anyone’s decisions…
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Oil and Water Don’t Mix Well – Fresh Off the Oven Newsletter
“Got oil?” That has been the word on the street, last week. America and Israel going to war with Iran, has rattled the oil and gas markets. This week, I am keen to talk about them. Like what you are reading? Give us a follow and subscription for more content…
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The AI Backlash (Fresh Off the Oven Newsletter)
Markets were spooked last week as a viral Substack post put forward a dark, futuristic scenario where AI has replaced most of white-collar jobs and brought about a deep recession. Like what you are reading? Give us a follow and subscription for more content on investment, economics and personal development/philosophy.…
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I Review the U.S. Real Estate Sector – Part 3
In part 1, I covered the macroeconomics of the U.S. real estate sector and analysed that it is showing some signs of weakness as the U.S. job market softens. As the Federal Reserve is expected to reduce interest rates in 2026, the sector is expected to benefit from this. In…
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All that Glitters Turn into Ash (Fresh Off the Oven Newsletter)
Gold’s a fool’s low,The glimmer deceives,The shimmer releases,A man’s greed, For if there was no gold,Silver comes, like bullets,To a man desperate,For quick riches. Happy Tuesday? Well, I am writing this newsletter awfully late, as my baby daughter actively gets in my way of doing anything. But she’s so adorable,…
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Trump Threatens Tariffs on Europe (Fresh Off the Oven Newsletter)
Be still, be calm,The birds, fly above,Rod in, reel out,The fishes, jump about,Bluish sky, clear water,A lousy cast, here and there,But a perfect morning. There’s something philosophical about fishing. The act of waking up early in the morning, giving a kiss to my baby daughter and wife, and loading up…
Slice of P.I.E 