King Dollar?
Will the next global reserve currency be digital? Otis; U.S. Pensions; Ray Dalio on China; My Friend Wrote a Book: An Update; The Structure of Scientific Revolutions
Dumb Money
An LP calls private equity the dumb money in emerging markets, more than $34 billion is being raised in Asia and KKR is bringing leveraged loans to China, LP views on Latin America, Facebook enters small business lending, Turkey turns around? Eric Hoffer’s “The True Believer”
Status Update
Provides a first anniversary update on Portico, discusses the societal parasite that is Facebook, who will make money in emerging markets venture capital, world awash in capital (featuring corporations as asset managers, passive investing, asset scarcity, and U.S. housing as political time bomb), and Musashi
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