3.14 Investment

27/10/2025

Answer: They don't. It's baffling that no macro strategist is talking about it.

26/10/2025

Weekend musings: Do trade deals solve the issue that ~2/3 of current banks' reserves are funded by the central bank?

18/10/2025

Weekend musings: The only reason why China is hoarding rocks is because countries with larger real reserves will face lower devaluation & inflation, right?

16/10/2025

Did we just hit the first "suddenly" moment yesterday?

It's the beginning of the end, innit?

Weekend musings: Following silver's break out, oil just completed a reverse H&S. Next ones, coppers & platinum?

Noone is ready for the 2nd commodity cycle within a few years. The only thing that could stop it is Liberation Day's tariffs. Quite a dilemma, innit?

11/10/2025

Weekend musings:
10% tariff is bullish. 100% tariff is also bullish. Hope it helps.

In addition, we are pleased to announce that our updated 2030 strategy report will be published in September 2026, subject to an interim review in March 2026. Key targets include:
- GDP 30 Quadrillion
- Credit 55 Quadrillion
- VNIndex 5000
- RR2 Apartments in HN/HCM 500m per sqm
- Gold 700M per tael
- Fresh graduates' median salary 20M/month

07/10/2025

Soooooo:
- No market upgrade in 2025 as per assigned KPI
- Market upgrade in Sep 2026 is subject to further review

What the actual f**k is this 🤣🤣🤣🤣 Diplomatic upgrade since someone has been begging for it for so long? 🤣🤣🤣🤣

07/10/2025

Hoàng Đình Hiếu stay tuned, our 2030 strategy report will be updated this weekend. Now enjoy your MU's win.

06/10/2025

Monday musings: The debasement trade has been fun, but has anyone started thinking about the wage-price-yield spiral trade? Pho price has recently increased 10-15% without much notice.

RR2 apartments fix this, until they can't.

27/09/2025

Weekend musings: What's the point of labor these days? The average worker in Hanoi / HCMC is probably making only 1 tael A YEAR, one third of what they used to make just a few years ago. What will happen when this figure drops below 1?

24/09/2025

Wow! Our 2030 targets are approaching so fast!

20/09/2025

Weekend musings: Will this time be different? Because seems like this has become consensus at the moment, the only other possible scenario is even higher than our 2030 target?

P.S: FWIW, this post is NOT about gold.