Wanism’s Newsletter
What happened in tech that actually mattered, and what did it mean?
Cloudflare RADAR 2024 : Google Maintains Top Position in Global Internet Traffic
Cloudflare, a leading content delivery network (CDN) provider, released 2024 its annual global network traffic trend report, showing a 17.2% increase in overall traffic compared to the previous year. Google remains the highest traffic generator globally, while the United States remains the primary source region for bot traffic.
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Investment Decisions of Cyclical Investors
In the last article, we introduced the three pivotal investment decisions. This article will dissect how cyclical investors can harness these principles: what, how much, and when to buy. First, an introduction to a crucial concept for cyclical investors: mean reversion.
Rationally Facing Investment Risks
Systematic risk affects the entire market, while unsystematic risk is specific to individual investments. Should focus on actual risk rather than perceived risk, be cautious at market peaks, and prioritize minimizing losses in bear markets over maximizing gains in bull markets to achieve long-term outperformance.
How to Conduct Macroeconomic Analysis
When analyzing macroeconomics, one should not derive future trends from a single event but rather understand at which stage of historical inertia the event is occurring.
Financial Freedom Plan: Steps from Fragility to Resilience
When discussing formulating a personal financial freedom plan, it’s imperative to comprehend a key concept: investment is not the first step in financial management but a strategy built upon a solid financial foundation.
Wanism’s Newsletter
What happened in tech that actually mattered, and what did it mean?
Editor Choice
xAI Releases Grok-2
In the AI race, a new contender is rising. On August 13, Elon Musk’s xAI launched Grok-2 and Grok-2 mini, reshaping the market landscape with these new AI model iterations.
AdGuard VPN – A dark horse in the VPN world
AdGuard VPN is a lesser-known option for VPN services, but it is…
The First-Principles. Entrepreneurial Thinking of Elon Musk
Elon Musk masters first-principles thinking and achieve SpaceX. First Principles is a…
When the U.S. Stock Market Faces Major Wars: A Historical Analysis and Impact
During recent events such as the Russia-Ukraine war and the Israeli–Palestinian conflict, global financial markets have been significantly disrupted. This article revisits history to explore the performance of the U.S. stock market during past major wars, revealing the short-term and long-term impacts of war on the stock market.
LoveFrom x MONCLER: Revolutionary Button from Apple’s Legendary Designer
In 2019, after a 27-year stint at Apple, Jony Ive and former colleague Marc Newson co-founded the design consultancy LoveFrom. Although LoveFrom initially maintained a partnership with Apple, this collaboration ended in June 2022.
Arcane Season 2 streaming on Netflix
Arcane Season 2, launched on Netflix on November 23, stands as a masterpiece in storytelling and visual artistry, even for those unfamiliar with League of Legends. Remarkably, the show cost $250 million for just 18 episodes over two seasons, taking nine years to develop.
Alphabet (GOOG) Q3 2024 Earnings Review (Jul-Sep 2024)
Search and advertising giant Google’s parent company, Alphabet, posted its Q3 2024 earnings after market close on October 29, beating market expectations on revenue and profit fronts. Cloud services accelerated impressive growth, addressing market concerns about “whether AI demand is real ?” The stock surged +5.8% in after-hours trading.
Netflix (NFLX) Q2 2024 Earnings Review
Streaming giant Netflix (NFLX) dropped its Q2’24 earnings report (April-June 2024) after the bell on 7/18, delivering numbers that beat the Street’s expectations. The company outperformed on both top and bottom lines.
Tesla (TSLA) Q3 2024 Earnings Review (Jul-Sep 2024)
EV giant Tesla reported Q3 2024 results after the bell on October 23. Despite slightly missing market expectations in revenue, gross margins and operating margins beat analyst estimates. The company also announced the timing for its lower-priced vehicle production in H1 2025, sending the stock soaring nearly +12% in after-hours trading.
Worth Reading
Rationally Facing Investment Risks
/ Rationally Facing Investment Risks
Investment Decisions of Cyclical Investors
/ Investment Decisions of Cyclical Investors
Financial Freedom Plan: Steps from Fragility to Resilience
/ Financial Freedom Plan: Steps from Fragility to Resilience
The Three Key Aspects of Investment Decision-Making
/ The Three Key Aspects of Investment Decision-Making
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