For years, when asked whether I thought China would experience a hard landing, I would simply answer, "I don't understand China. Making a prediction would be pretending that I did, so I can’t." The pr ...More
EJ Insight2014-06-11
One of the few consensus ideas that I took away from the Strategic Investment Conference is that China has the potential to become a real problem. It seemed to me that almost everyone who addressed th ...More
EJ Insight2014-06-04
In this week’s letter I want to recap some of what I learned from this month's Strategic Investment Conference but do so in a little different manner. I have come across several very good summaries an ...More
EJ Insight2014-05-28
At the average conference, over the course of several days and several dozen presentations, I usually expect to hear only a handful of truly original ideas… but not here at the Strategic Investment Co ...More
EJ Insight2014-05-21
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