
The boy who cried Greece
Greece has been struggling with some manner of financial crisis for almost five years. The situation has become worse of late due to the fallout from the January 2015 election when the leftist party Syriza rose to power under an...

(Not) boring finds for April 2015
Our team occasionally uncovers signal in the daily parsing of noise. Since such information can be easily passed over, we thought we’d make it a habit to share some links that we’ve liked recently.

Rockin’ and rollin’ in China
The Chinese stock market has been very hot as of late. Many Chinese indices are up dramatically over the last twelve months.

Unlocking India’s potential
This was my first lesson in India. When you arrive in the country, you don’t just land at the airport, India lands on you.

A tribute to Lee Kuan Yew
If a person's legacy is to be measured by his contributions to society, then Lee Kuan Yew ranks among the great heroes.

The Dave Semenko principle: Focusing on your area of genius*
The Oilers allowed Gretzky to play to his strengths. In the language of our firm, they allowed him to focus on his “Area of Genius.”