Duk Lee - Blog & Notes

Writing

• Sep 26, 2026
  Fewer Ziggers, More Zaggers: How Closely Does the 2026 Market Mirror the Dot-Com Crest?
• Sep 26, 2026
  Hacker News Front Page Roundup — September 26, 2026
• Sep 26, 2026
  Why Martin Shkreli Is Shorting Kodiak Sciences ($KOD) Ahead of DAYBREAK: A Forensic Biotech Deep DiveMarket ↗
• Sep 26, 2026
  The Canary in the AI Coal Mine: Oracle's 230 bps CDS Spike, the OpenAI Debt Spiral, and the $125B 'Fallen Angel' CliffMarket ↗
• Sep 26, 2026
  The Canary in the AI Coal Mine: Oracle's 230 bps CDS Spike, the OpenAI Debt Spiral, and the $125B 'Fallen Angel' CliffAI ↗