corporations are not people, so let’s stop taxing them like they are
It’s fashionable these days, especially in my industry, to style oneself as “socially liberal but fiscally conservative.” I might be one of the only hedge fund managers out there who claims the...
View Articlego global–buy the s&p 500
Two weeks ago, I had lunch with the legendary Dallas money manager Shad Rowe. Shad recounted an enlightening conversation about global economic trends he’d had with Sir Martin Sorrell, CEO of the...
View Articlechina’s smoggy economic miracle
I apologize for my recent lack of posts. I’ve been travelling a lot this past month. I just got back from ten days in China, where I visited with the chief financial officers of eight companies in...
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