Categories
Excerpts

Tenuous Assumption

Source : Financial Times

Categories
Excerpts

Uncertainty is the Cost of Opportunity

Source: Financial Times

Categories
Excerpts

Why Private Capex won’t pick up

Source : Noah Smith

Categories
Excerpts

Bulls have relocated to China

Hat Tip: SC

Source : Gavekal

Categories
Anecdotes Excerpts

Let them run

Source : Brooklyn Investor