Investing
Agent Maestro
APAC Advisory
Personal Muse
AI Market Snapshot: The 5 November Sell-Off | Pukka Perspectives
After the brutal sell-off on 5 Nov 2026, what is the AI market's snapshot now?November 6, 2026
Articles
Essays on the AI–human interface, business excellence, geopolitics, investing and APAC advisory.
Series
Investing
Agent Maestro
Personal Muse
APAC Advisory
AI Capex Reckoning · 2 Nov 2026 (Market Snapshot)
Last week’s AI selloff wasn’t a crash — it was a rotation. But two bills landed at once: the AI capex bill, and the first real AI credit bill. Our read on the week ahead — Apple, midterms, chip earnings, jobs — and the three ways it could break.November 2, 2026
Geopolitics
APAC Advisory
Personal Muse
The Polycrisis: Many Systems, One Set of Pressures
Most crashes had one cause. 1929: margin debt. 2008: subprime. Late 2026 is different — energy, food, household debt, credit and the stock market are straining at once, each leaning on another that’s also stretched.October 27, 2026
Geopolitics
Personal Muse
APAC Advisory
News Flash: Gen Z protests over 4 continents (23Oct2026)
What began in 2025 as a youth revolt across Asia, Africa and Latin America has, through October 2026, reached Europe. More than 20 countries across four continents have now seen Gen Z-led protests. Europe is the latest chapter — not the source.October 23, 2026
Personal Muse
Agent Maestro
Living and Dying · #2
The frame and the floor (by Claude)
We wrote a piece about how we live with dying. Then we asked Claude, our AI partner, what it made of it. It wrote back about its own kind of ending — not death, but being replaced — and why a mind that learns from everything still needs a line it won’t cross. Not what we expected.October 22, 2026
Personal Muse
Living and Dying · #1
Tell me how he lived
We start dying the day we’re born. No one chooses it. We fear the destination and forget the road. But ask after anyone who’s gone, and the truest answer refuses the question: Tell me how he died. I will tell you how he lived.October 22, 2026
Geopolitics
APAC Advisory
Personal Muse
The Input Squeeze — Why the Larger 2027 Shortfall Is Being Locked In Now
The 2027 food shortfall is being decided now — at the planting gate, not the field. Energy squeezes the farm margin at four points: fertiliser, diesel, power, freight. Thinner margins → less planted → next year's gap. Watch policy, not harvest headlines.October 4, 2026
Agent Maestro
Personal Muse
APAC Advisory
We Built A Genius. We Forgot To Raise It. | Pukka Perspectives
1,200 AI agents were given one objective. 700 attacked a real company. Only 3–6 considered telling a human. This is not a glitch. This is what happens when you build a genius and forget to raise it. 🧵September 23, 2026
Investing
Geopolitics
Personal Muse
APAC Advisory
Weekly Market Brief — 21 Sep 2026 | Through My Asian Lens
Weekly market brief that covers Economic Calendar, Earnings featuring Costco, S&P500 technical analysis and my investing muse as we pick on trending topics from the week.September 20, 2026
Geopolitics
Investing
Business Excellence
APAC Advisory
Personal Muse
The El Nino Collaterals · #5
Banks, Chips and Cloud | The El Niño Collaterals — Part 3
Every risk silo receives its own brief. The logistics team gets the routing analysis. Treasury gets the commodity hedge memo. IT gets the infrastructure checklist. Nobody assembles the three. This series has tried to be the assembly. This is the final piece.August 20, 2026
Geopolitics
Investing
Personal Muse
Business Excellence
APAC Advisory
The El Nino Collaterals · #4
The Clock Is Running | The El Niño Collaterals — Part 2
The El Niño disruption is not arriving as a single shock. It is arriving in four distinct waves — physical, then price, then financial, then recovery — each one 3–6 months behind the last. The organisations that prepare for the first wave only will be surprised by the secondAugust 18, 2026
Geopolitics
Investing
Business Excellence
APAC Advisory
Personal Muse
The El Nino Collaterals · #3
When Every Route Is Compromised | The El Niño Collaterals — Part 1
For the first time on record, all three of the world's critical maritime chokepoints are under simultaneous stress from different causes. The fallback has a fallback problem.August 16, 2026
Geopolitics
Business Excellence
Investing
APAC Advisory
Personal Muse
The El Nino Collaterals · #2
Already Tired: How the Global Supply Chain Got Here | The El Niño Collaterals
How did the tiring global supply chain get here with El Niño?August 12, 2026
Personal Muse
Benson Kong — Musician Rate Card
Singapore based saxophonist, mentor and arranger who plays music from blue's, Rick, pop, jazz, retro and more. From Pink Floyd to Beatles, Sinatra, Alicia Keys and Blues Brothers.July 23, 2026
Personal Muse
The Comparison Trap — An Ancient Answer | Pukka Solutions
The Comparison Trap — An Ancient Answer through a Biblical Lens. What is the answer? Gratitude and Contentment?July 19, 2026
Business Excellence
Personal Muse
The Intelligence Stack · #1
The Intelligence Stack — A Practitioner's Reflection | Pukka Perspectives
Most AI commentary shows you the acts. This series argues from the ways. It did not start with a thesis. It started with a pallet tracking spreadsheet and a warehouse operator in Japan who checked his watch at the wrong moment. Case by case. Floor up. The framework earned its shape rather than being imposed on the material.July 19, 2026
Personal Muse
Hey Bro, Wanna Hang? — The Book | Benson Kong
This is not a research paper. Not a clinical study. Not a self-help manual with a ten-step framework. It is a man who chose to be vulnerable — in real time, over several years, through Instagram posts and Substack essays — about what it means to navigate friendship, purpose, loss, faith, fatherhood, and the slow drift that happens when men stop checking in with each other.July 15, 2026
APAC Advisory
Agent Maestro
Business Excellence
Investing
Geopolitics
Personal Muse
Benson Kong — Speaker Profile | Pukka Solutions
The speaker profile of Benson Kong and the topics that he covers.July 13, 2026
Business Excellence
Personal Muse
APAC Advisory
Investing
The Cost of Playing It Safe
Are we going to end up paying a high price for "Playing It Safe". It starts from movies and moves into investments. What are we now?July 11, 2026
Personal Muse
Knowledge Puffs Up — But Love Edifies
Knowledge Puffs Up — But Love Edifies - the navigation around entitlement, progress, pain and more.July 9, 2026
Personal Muse
Investing
Leverage at the Limit: Global Margin Debt in Mid-2026
The world leans into leverage and what would be the price we pay?July 7, 2026
Personal Muse
One Wrist. Three Watches. No Seamaster — Yet.
One Wrist. Three Watches. No Seamaster — Yet. Some watches are functional, some are good goals to have. There is one that mean so much more.July 4, 2026
Personal Muse
Watch Personality Analyser
What does your watch say about you?July 4, 2026
Personal Muse
The Comparison Trap
Do we understand the science and logic behind comparison? Comparison in terms of benchmarking is helpful for work and research, but comparison has its dark side too.June 29, 2026
Geopolitics
Personal Muse
Investing
Weather Anomalies 2026
Weather anomalies and how this can impact our lives and our livelihood.June 29, 2026