Bleak perspectives from an older friend
We are in the early innings of the housing bubble in China, and the balance sheet of the current generation of young Chinese people has basically been destroyed.
May 31, 2024
Pivot, change, adjust
"Our lives are defined by opportunities, even the ones we miss."
- Eric Roth
May 21, 2024
An English speaking taxi driver in Shenzhen
If someone older with a mediocre income can learn English as a second language, what excuses do we have for not picking up a new skill?
May 15, 2024
Praying to the Avocado Bell Curve God
Even seemingly intelligent humans, when desperate, gullible and possibly even bored enough, will believe nearly everything you tell them.
May 3, 2024
Some mud in the water might be a good thing
For people in the Gen-Z category, greed isn't always good.
Apr 15, 2024
Musings from a few interesting people
Not all PE firms are created the same, China, broken return models, decision making, stupid questions, and the art of investor relations.
Apr 11, 2024
Welcome to the world's largest gambling den
No one calls fraud when things are smooth sailing and the pie is large enough to be shared. It just takes one bad egg, one wilful misstep.
Apr 3, 2024
In the end, it will all make sense
At twenty, you don’t get the life you deserve, you are just the product of the environment you were lucky or unlucky to have. Then, as...
Mar 23, 2024
Hong Kong needs a “Taylor Swift event"
I love Shenzhen. I like its wide city roads that are peppered with electric taxis. There are virtually so many electric cars on the...
Mar 5, 2024
What the whales own matter to the fishes
It only takes one bad month, one wrongly sized bad trade.
Feb 4, 2024
