-
·
The Future of Progress
The two biggest drivers of wealth and value creation in our lifetimes have been technology and globalisation. One of these is accelerating and the other is reversing. Anyone investing in or running businesses – especially global businesses – needs to form a view of what this means. This is my attempt. The history of progress…
-
·
Global debt – walking on shaky ground
Global debt is at an all-time high, with governments, businesses, and households all facing increasing stresses due to higher interest rates. In the US, the Fed is close to finishing rate increases, while China and other Asian economies are in a better position to stimulate or cut rates. The US government is particularly vulnerable due…
-
·
Principles for dealing with the changing world order
About This Article: Like other entries in my Notes from the Book series, I wrote this primarily for myself. These notes serve as an online journal, where writing helps me learn and publishing sharpens my thoughts while creating an accessible reference. Expect longer quotations, drawn directly from my Kindle highlights, as I aim to capture key insights.…
-
·
Monetary policy – Interest rates, higher for longer
“What are the factors that gave rise to investors’ success over the last 40 years? We saw major contributions from (a) the economic growth and preeminence of the U.S.; (b) the incredible performance of our greatest companies; (c) gains in technology, productivity and management techniques; and (d) the benefits of globalization. However, I’d be surprised if…
-
-
·
Investing like a professional
This is an article documenting how I plan to add structure to my investing process.
-
-
-
·
COVID19 – Winners & Losers?
As the COVID-19 situation started to look ominous and the quantity of news on the topic reached overwhelming levels, I decided to mind-map thoughts on implications across each industry, and sub-sector. I then tried to link the sectors to large/prominent listed companies, so one could (seek to) quantitively track these ‘predictions’.
-
·
C19 & finding silver linings
2019 will go down as the ‘worst of times’ for many in Hong Kong and 2020 feels like it has started as a ‘winter of despair’. COVID-19 couldn’t really have come at a more inopportune time. Outside Hong Kong and China it has been an extraordinary fortnight. It’s become evident to most people that the…
