Reflections on Ecuador and Colombia
I went to Ecuador thinking it would be a parallel to Peru, where I had the opportunity to travel several years ago. I went to Colombia thinking it would be … Continue reading
Bull Fighting
Having now seen it, I can’t justify bullfighting. In my mind, there is no question that many aspects of the sport stray far too far into the realm of animal … Continue reading
Doddsville: The Intelligent Investor
Simple, logically self-sufficient, and reflective of norms now outside much financial thinking: focused the values of transparency and simplicity. If you are at all into investing (or want to understand … Continue reading
Quick review: Tournament of Shadows – The Great Game and the Race for Empire in Central Asia
A post long-overdue: I chipped away slowly at this 560pp beast. Overall, would strongly recommend for anyone deeply interested in the minutiae of central Asian history. Liked: the flow and … Continue reading
The false temptations of a wealthy company
Response to DealBook entry on having large cash-rich technology companies dividend back to shareholders rather than use it to make acquisitions.
My new “new” Asian Gateways
Over the past two weeks I’ve been working in Asia — Hong Kong, Taipei and Singapore — assessing market opportunities for my employer, SecondMarket. A few interesting observations out of … Continue reading
Innovation on Wall St.
The weekend’s financial and popular press was rife with it: “Soros sees no bottom for world financial ‘collapse’” screamed one Reuters’ headline that received wide syndication. But the NYTimes counterposed … Continue reading
