February 9, 2020

As I surveyed my 2019 recommendations, it struck me that the authors on the list were predominantly white, Western men. While I generally do my best to read from a broad range of fields, there's no doubt that I can perhaps widen the diversity of authors (acknowledging...

January 7, 2020

At the beginning of the year, I hoped to spend more time reading about two long-term themes that will continue to grow in influence, namely the rise of Asia and the spread of technology. I didn't manage to spend as much time on either theme as I would have liked. I had...

October 6, 2019

While it may seem like I've forgotten about the blog, I've been posting for more professional purposes on LinkedIn. My current plan is to use this site as the place for things that are personal and less connected to work. That said, some of the LinkedIn posts may be of...

August 21, 2019

Singapore's Prime Minister, Lee Hsien Loong, wasn’t pulling any punches in a recent National Day Rally speech. But his target wasn’t an opposition party or a regional rival. Instead, it was the reality of a changing climate. "Climate change may seem abstract and distan...

April 26, 2019

I love podcasts. I listen to them a lot now, particularly on commutes. It helps that this seems to be the Golden Age of Podcasts. The quality and range of shows has improved dramatically in the past 3 years (the Serial effect, perhaps). Anyway, it seems like at least o...

April 5, 2019

I started my career in global macro investing in 2008. As you can imagine, it was a complete baptism of fire. Storied institutions like Lehman Brothers, Fannie Mae and Freddie Mac were failing every day, with many others coming close to the brink. The next few years ha...

March 22, 2019

I initially wanted this to be a post about how someone could generate outstanding investment returns without being what's traditionally considered a top investor - say, for example, lacking unusual information advantages or extraordinary analytical wizardry. I started...

January 24, 2019

If there was a Mount Rushmore of value investors, Seth Klarman would almost certainly be on it. Klarman's Baupost Group has racked up impressive returns over a long period. He's also the author of a value investing tome, Margin of Safety, whose reputation has been enha...

January 3, 2019

To absolutely no-one's surprise, the Jose Mourinho era at Manchester United collapsed in acrimonious fashion just before Christmas. The warning signs were there all through a tempestuous summer, but for me, reached critical point by the end of September. Nonetheless, w...

November 14, 2018

To hear two of its sharpest observers, the media industry is pretty screwed. In a recent conversation, Vox's Ezra Klein and NYU's Jay Rosen spoke about the increasing homogeneity of the news, and the lacunae which are developing as a result. As the profitability of jou...

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February 9, 2020

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