Quarterly update | Q3 2021 | EP96
Inflation risk, slowing global growth, and the un-globalization trend—a review of Q3.
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Quiet heroes
Too often, we seem to confuse heroism with heroics, significance with pomp and flash.
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The unfathomable is not impossible
When we open our minds to a wide set of possibilities—including ideas that initially seem impossible—we make it easier to put the odds in our favour over time.
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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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(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.
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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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(Not) boring finds for March 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.
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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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Quiet heroes
Too often, we seem to confuse heroism with heroics, significance with pomp and flash.
May 13, 2015
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The unfathomable is not impossible
When we open our minds to a wide set of possibilities—including ideas that initially seem impossible—we make it easier to put the odds in our favour over time.
May 5, 2015
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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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(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.
April 23, 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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(Not) boring finds for March 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.
March 4, 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
