I learned how to read the executive compensation in the proxy statement (DEF14A filing with the SEC). The “Summary Compensation … More

I was looking through the list of the sovereign pension funds and perhaps it’s not surprising to see it heavily … More

I was watching Eric Schmidt’s interview on McKinsey where he talks about some of the likely disruptive technologies in the … More

Since I didn’t finish any books this week, back to “Things I learned this week” – An interesting article I … More

I was watching the Jeremy Grantham’s interview on Charlie Rose (http://www.hulu.com/watch/466390#i0,p6,d0), and he had a very interesting way to put … More

I had no idea that U.S. home building was such a fragmented industry that it actually is. There are 14 … More

American bankruptcies pay an average of 40c on a dollar. On the other hand, Japanese bankruptcies tend to have to have much … More

I am a big fan of Ray Dalio, and the second interview on this page (on CNBC) is phenomenal. As you’d expect … More

FT had an analysis last week about Emerging Market’s “original sin”–inability to raise debt in its own currency, something that … More