The Decline of the EntrepĂ´t Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
1.7k Views
Container Shipping - Spot Rates Touch 20-Month High
In a positive start to the year, spot container freight rates on the major East-West routes reached a 20-month high this week and have risen above...
326 Views
Boards Are Not Turkeys. Stop the Stuffing.
SIZE IS IMPORTANT… Revenue: Highest ranked company only needs 16 directors Return on assets: Overstuffed boards are less nimble Market...
449 Views
2017 Dollar/Cyclicals/Shipping/Stocks in Bullets
Here in brief is what a PM friend had to say during a discussion on 2017 expectations:USD flattens. EUR goes to parity first. China no meaningful...
348 Views
Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
1.2k Views