Las Vegas Sands' Big Test Came Back — and This Time Singapore Stumbled Too I told readers to watch October 21 for one thing: proof that Las Vegas Sands could stop its costs from eating its profits. The proof didn't come.…
Nothing blew up, which is honestly the headline No MSCI drama since June 23. No new bad surprises on the rupiah or the IHSG. No fresh reason to worry. That's actually worth saying out loud, because for most of this year…
📢 Update — September 15, 2026: We're Taking Profit. Here's Why. It's been about three and a half months since I first published this thesis on June 2, and a lot has happened. I promised to update this post whenever ther…