"Thanks for your ideas and advice over the last few years"D.M.
"You are one of the most interesting, talented writers I know"A.G.
"I look forward to your emails. They are among the very few that pass my screen."J.C.
"The world needs more of voices like yours"B.W.
"I don't know anyone else that writes like you, shares market points of view like you, and makes things seem personal and approachable!"J.C.
"Thanks for your ideas and advice over the last few years."D.M.
China - The Mother of All Grey Swans
I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October. Here is a link to my updated presentation on China and Japan (Japan starts on slide 40).