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The great FTX blow up (part II)
Something about the digital twenty-something year-old generation wanting unlimited amounts of liquidity, unlimited size and unrestricted access to market data just sounds wrong.
Nov 18, 2022


The great FTX blow up
Fraud aside, a big part of what led to the downfall of FTX was attributed to a crisis of confidence, much like a bank run in the crypto-currency world.
Nov 13, 2022


The slippery slope of irreversible change
There is less reason to get into Hong Kong today. The reality that the city now has to bring out the big guns to advertise itself reveals how much its economic environment has deteriorated over the last few years.
Oct 28, 2022


"Un-investable"
Our lack of understanding in how different countries are being governed are rooted in bias, largely based on what we are familiar with and what we are not.
Oct 23, 2022


The middle class immigrant
It can be difficult to call a rented place home, especially if you do not have long term visibility of staying in that city. This uncertainty leads to a great deal of inertia when it comes to upgrading your living conditions.
Oct 9, 2022


Numbers and the narrative
Without connecting the numbers to a story, projecting cash flows simply becomes an emotionless exercise of numbers.
Oct 6, 2022


Change is the only constant
The last couple of weeks have been incredibly exciting for Singapore: SuperReturn Asia, DealStreetAsia's PE/VC event, the Milken Asia Summit, Forbes CEO conference and the F1. Visitors getting into Singapore today are neither required to serve any quarantine nor wear masks in public. Everything feels like it's been reverted back to 2019 - big MICE events, face-to-face meetings, public gatherings, etc. It almost feels surreal. All of this exceitement... but I am not in Singapo
Oct 2, 2022


Motivated to get the deal done…
If both sides are motivated to get the deal done, it will be done.
Aug 21, 2022


Beware of the golden handcuffs
Someone who has been employed for a while is giving you strong evidence of submission.
Jun 22, 2021


Being able to just get things done
Keep telling yourself that you are too good or qualified for any job or you should be getting more credit for your work and you'll also find yourself in a lot of trouble when you get older.
Feb 14, 2021
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