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Reflections on investing, developing markets, the New Gilded Age, Micro-investing, and other bits and bobs
2020-11-18 19:24
The answer is more complicated then you might think. A century ago, socialism was simply a stepping stone, a “transition phase” to communism, which was regarded as the ultimate o… Read More
It's Not The Damn Tweets!
2020-11-02 20:12
The Problem with Trump is Not “The Tweeting”!Over the last four years, Trump supporters have developed four different tactics when asked to defend or condemn whatever the most re… Read More
2020-11-02 20:06
A major thrust of the Trump campaign and the Republican party strategy ahead of the 2020 election has been to prevent as many people as possible from voting by any means necessary. Let… Read More
2020-02-14 20:20
Trump's words used by kids to bully classmates at school - Washington Post https://www.washingtonpost.com/graphics/2020/local/school-bullying-trump-words/ Sent from my iPhone Read More
2020-02-02 14:48
I I think Peter Wehner is far too optimistic. In my view the republican party, as an honest first step, needs to be burned to the ground. https://www.theatlantic.com/ideas/archive/2020/02/br… Read More
2020-01-19 14:31
The Republican party will end with Trump.  Or it should.  Post-Trump ("PT"), the GOP must be burned to the ground and all traces eliminated, like one does with plague infested buil… Read More
2016-08-02 22:07
Why we need a President Clinton https://www.washingtonpost.com/opinions/global-opinions/why-we-need-a-president-clinton/2016/07/28/aaa40e76-54ef-11e6-bbf5-957ad17b4385_story.html via Instapa… Read More
2014-03-31 19:41
Japan shifts agenda as Abe's arrows miss - FT.com http://www.ft.com/cms/s/0/8cde512a-9d50-11e3-a599-00144feab7de.html During New Year's week in Tokyo, workers carefully penned their wishes… Read More
2014-03-31 19:41
This is quite a long piece and non-students of economics may find it tough slogging. However, I think it's extremely significant because it provides the first strong argument I have heard of… Read More
2014-03-31 19:38
How Silicon Valley's most celebrated CEOs conspired to drive down 100,000 tech engineers' wageshttp://pando.com/2014/01/23/the-techtopus-how-silicon-valleys-most-celebrated-ceos-conspired-to… Read More
2014-03-21 16:30
Seth Klarman, a truly great investor who thinks markets are complacent about 90% of the time! is warning in his most recent quarterly letter of how crazy valuations are for risk assets and h… Read More
2014-02-22 04:46
Three equal partners?  One a Chines SOE, one the French government, the third a French aristocratic family?  Making cars in Europe? Starting as #7 or 8? What insanity!Dongfeng, Fre… Read More
2014-02-22 04:44
The U.S. Middle Class Is Turning Proletarian | Newgeography.comhttp://www.newgeography.com/content/004179-the-us-middle-class-is-turning-proletarian?utm_campaign=Feed%3A+Newgeography+%28Newg… Read More
Bitcoin Is Not A Currency
2014-02-11 17:35
Bitcoin is a commodity, not a currency.  It has some similarities to gold.  Forget all the technobabble and central bank wonky-talk.  It's not a currency because a currency is… Read More
2014-02-11 16:25
US academia founded and built with money from slave traders and owners.  Not only that, but were often actively hostile to abolitionists!  Fascinating and previously little known s… Read More
2014-02-08 17:13
I'm a conservative and have been most of my adult life.  I don't believe in racial quotas and I don't believe that many Republicans are racists.  However, the War on Drugs plus gro… Read More
2006-06-07 11:16
In Thailand, Some Foresee a Coup by Legal Meanshttp://www.nytimes.com/2014/04/01/world/asia/in-thailand-some-foresee-a-coup-by-legal-means.html (via Instapaper) Sent from my iPhone Read More

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