CaveatEmptor’s Substack

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My name is Jie Lun. Welcome to my substack! In my day job, I am working in an investment Bank, serving clients, and optimizing processes as a Kai-zen…
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Caveat Emptor
Moment of reflection (Kyoka Suigetsu)
Moment of reflection (Kyoka Suigetsu) Portfolio Front I have been on a 6 months haitius from blogging to deal with some personal issues, and also made…
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Caveat Emptor
Covid Scare and Cash Flow Gaming
Covid Scare and Cash Flow Gaming June is an eventful month on my personal front. Despite being fully vaccinated with booster shots via the Moderna…
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Caveat Emptor
How inflation swindles the Equity Investor
How inflation swindles the Equity Investor The equity markets continue to trend downward over the month of May. This is the one of the more sizable…
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Caveat Emptor
Multiverse of Madness- From Do kwon to Now Ko'd
Multiverse of Madness This week of one of the most volatile period in the equity markets, as volatility spiked and market participants started their…
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Caveat Emptor
Valuation Reset
Dormammu, I've Come to Bargain The month of April is characterized by the Great Valuation reset. A lot of the highly priced growth stocks had their…
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Caveat Emptor
On War
War is nothing but a continuation of politics with the admixture of other means - Carl von Clausewitz, On War The headlines of March has been…
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Caveat Emptor
CaveatEmptor’s Substack
CaveatEmptor’s Substack
My personal Substack
Recommendations
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The Reading Ape
The Reading ApeTheReadingApe
B
Base Hit InvestingJohn Huber
Eagle Point Capital
Eagle Point CapitalEagle Point Capital
China Playbook
China PlaybookTao
Chinese Characteristics
Chinese CharacteristicsLillian Li

CaveatEmptor’s Substack

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