On Trade, An Era Is Ending
Whatever the outcome of the US election, President Barack Obama's departure in early 2017 will present renewed challenges for Asia Pacific trade....
220 Views
It's Starting to Feel a Bit Like San Diego Circa 2005...Time to Short Asian Home Improvement Names?
At the beginning of 2005, I returned to my hometown of San Diego, CA, to take a job as an analyst at a hedge fund based there. Residents were in...
295 Views
Hometown New York: Hillary 1, Trump 0
Two New Yorkers who would be the future President of America debated in a world-stopping match at the home state today, and most would agree that...
195 Views
Lessons From the Next Generation of Moats in the Fast-Casual Restaurant Industry
On the surface, there would appear to be challenging times ahead for the restaurant industry, with year over-over traffic declines across much of...
515 Views
5 Reasons You Should Avoid Apple and Its Supply Chain for Next Few Years
If Apple is running out of ideas by introducing a new product by changing color and material instead of new "WoW" features, this is suggesting...
261 Views