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Bond Investors Are Rushing to Nigeria – I wrote a bit about Federal Reserve chair Jerome Powell’s 60 Minutes interview earlier this week. Another thing he mentioned in that conversation was that at some point, the US was going to have to deal with the rate at which its debt is growing relative to its…
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Growing the Pie I’ve spent the past week crafting words about this memo. After a fantastic meeting earlier today, I’ll just speak plainly. For us to have the responsible capitalism Howard Marks calls for in this piece, we have got to get to the point where we have a frank conversation about how the U.S.…
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3 Thoughts: Cashless| Amazon|Masayoshi Son
Kwame Som-Pimpong 