Playing the plan: Mawer’s international equity portfolio | EP115
The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspective.
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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 anti-austerity mandate.
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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.
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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.
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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.
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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.”
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Quick win: The problem with saying yes
When you say yes to doing something you’re not good at, you are also saying no to something you are.
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How I was almost suckered into a pyramid scheme
“Just because something isn’t a lie does not mean it isn’t deceptive. A liar knows that he is a liar, but one who speaks mere portions of truth in order to deceive is a craftsman of destruction.”
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What’s up with Denmark?
For a country whose population is smaller than that of NYC, the Kingdom of Denmark is getting a lot of press these days.
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Zero to 24 hours (part 2)
There is something surreal about cycling alone on a mountain at 3:00 A.M. The trees loom in the darkness, lit only in passing by the lights on your helmet and handlebars.
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Zero to 24 hours
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help...”
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Know what you don't know
As an avid basketball fan, I have been enjoying the recent success of the Golden State Warriors, who currently hold the best record in the NBA’s Western Conference.
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Escalated danger rating
Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue.
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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 anti-austerity mandate.
April 28, 2015
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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.
April 21, 2015
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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.
April 7, 2015
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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.
March 27, 2015
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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.”
March 25, 2015
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Quick win: The problem with saying yes
When you say yes to doing something you’re not good at, you are also saying no to something you are.
March 17, 2015
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How I was almost suckered into a pyramid scheme
“Just because something isn’t a lie does not mean it isn’t deceptive. A liar knows that he is a liar, but one who speaks mere portions of truth in order to deceive is a craftsman of destruction.”
March 10, 2015
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What’s up with Denmark?
For a country whose population is smaller than that of NYC, the Kingdom of Denmark is getting a lot of press these days.
February 26, 2015
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Zero to 24 hours (part 2)
There is something surreal about cycling alone on a mountain at 3:00 A.M. The trees loom in the darkness, lit only in passing by the lights on your helmet and handlebars.
February 25, 2015
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Zero to 24 hours
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help...”
February 19, 2015
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Know what you don't know
As an avid basketball fan, I have been enjoying the recent success of the Golden State Warriors, who currently hold the best record in the NBA’s Western Conference.
February 10, 2015
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Escalated danger rating
Financial markets function relatively well most of the time; it is only on occasion that markets break, the system goes awry and crises ensue.
February 5, 2015
