Roger Leeds on Private Equity & Development
When I decided to launch the podcast, I wanted today’s interviewee — Roger Leeds — to be one of the first guests. And I wanted…
China
China’s big and has grown rapidly — so what? The Economist. SoftBank in São Paulo. Grab Bag. The Ancien Régime and the Revolution.
The Work
Year three begins; Advent + Walmart Brazil; African PE: Quo vadis?; Creador + Goldman on Asia; Mr. China Meets the Mekong; A Most Damning Indictment; and, “The Odyssey”
Veritas
Last month, the New York Times published a fascinating article about the market for followers on Twitter. (Disclosure: shareholder of NYT and TWTR). The manufacture…
Bulls on Parade
The animal spirits are palpable. Though U.S. markets have seemed to be fully valued for some time, the price action since the ball dropped on…
First Move
Private equity deal flow in Africa, Zabka Polska, Consumer sentiment in Latin America, Carroll Quigley’s “Evolution of Civilizations”
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