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
the death of the venture-backed IPO
Others have written about it, but for fun/work I put together a compressed version of how the global macroeconomic crisis we’re experiencing ties in with the IPO drought we’re experiencing … Continue reading
Thank you Mr. Wilson
Fred Wilson just picked SecondMarket as his #4 wish for the New Year. Talk about a great late x-mas present. And for the record, I think I agree with all … Continue reading
Economics Must Reading
My friends think I’m nuts and my family seems to like me less for it, but I’ve spent my last two vacations catching up on my Economics. In no particular … Continue reading
Santa Barbarian at the Gate 