The Newsletter

Short, sharp notes on markets, mindset, and the principles of long-term investing.

Aug 23, 2026

Taiwan's Stagnant Wages, Simplified

Rich Island, Poor Workers: Solving the riddle of stagnant growth.

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Aug 23, 2026

Taiwan’s Digital Economy: Teenage Consumption of Digital Goods

How teenage consumption of digital goods is affecting Taiwan's digital economy, and vice versa.

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Aug 23, 2026

The Impact and Recovery of Taiwanese Tourism

How has Taiwanese tourism declined and recovered over the recent years?

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Aug 23, 2026

Taiwan’s Pandemic-Era Retail Trading Boom: A Lasting Market Shift

How COVID-19 reshaped participation, liquidity, and concentration in Taiwan’s capital markets

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Aug 23, 2026

Taiwan’s Semiconductor Supremacy

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Aug 13, 2026

Taiwan’s Dramatic Increase in Defense Budget for 2026

Yielding to pressure from the U.S., Taiwan is set to increase its defense budget to 949.5 billion New Taiwan Dollars in 2026, which is equivalent to over 31 billion dollars in U.S. currency. This will be the first time in over a decade that Taiwan’s defense budget exceeds 3% of its GDP.

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