Singapore

2 years to a debt squeeze, and stocks are already in a bubble, Ray Dalio finds

10 calls: why he holds 5–15% of a balanced portfolio in gold but only 1% in Bitcoin, why he is short debt, and why he sees the midterms through 2028 as…

Oct 9 • Scuttlebutt

HSBC strategist: some Thai hospitals get over 75% of revenue from foreign patients

7 insights: Why India's medical tourism is shrinking while Korea drew 3M cosmetic patients, how Indonesia is trying to keep its patients home, and the…

Sep 16 • Scuttlebutt

Carnegie fellow: a pause on frontier AI alone is too good a deal for China to happen

21 arguments: Why he puts about 10% on doom once political outcomes are counted, the compute-for-access deal he wants Europe to strike, and why…

Sep 16 • Scuttlebutt

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