Meituan and Alibaba Have Reshaped Food Delivery in China

Meituan and Alibaba Have Reshaped Food Delivery in China

The World’s Cheapest Hospital Has to Get Even Cheaper - Bloomberg

The World’s Cheapest Hospital Has to Get Even Cheaper - Bloomberg

DE Shaw: inside Manhattan’s ‘Silicon Valley’ hedge fund | Financial Times

DE Shaw: inside Manhattan’s ‘Silicon Valley’ hedge fund | Financial Times

The Dilemma Facing a $358 Billion Investing Giant - WSJ

The Dilemma Facing a $358 Billion Investing Giant - WSJ

Nearly Two decades After 9/11 - Econlib

Nearly Two decades After 9/11 - Econlib

Lessons from Oregon

30 years of experience.

Only 18% of their funds are in top quartile.

3, 5 and ten year returns of PE trail public equity.

LBOs prior to 2006 were bought at discounts to public equity



Lessons from Oregon

Will the U.S. Continue to Dominate?

Will the U.S. Continue to Dominate?

Musings on Markets: January 2019 Data Update 8: Dividends and Buybacks - Fact and Fiction

Musings on Markets: January 2019 Data Update 8: Dividends and Buybacks - Fact and Fiction

How Hedge Funds Get Rich – Of Dollars And Data

How Hedge Funds Get Rich – Of Dollars And Data

Calpers goes all in on private equity | FT Alphaville

Calpers goes all in on private equity | FT Alphaville

With Streaks of Gray Hair, Xi Jinping of China Breaks With Tradition - The New York Times

Grey hair is cool



With Streaks of Gray Hair, Xi Jinping of China Breaks With Tradition - The New York Times

MMT: More Green & Less Fear – Logan Mohtashami

MMT: More Green & Less Fear – Logan Mohtashami

Deficits are Raising Interest Rates. But Other Factors are Lowering Them.

Deficits are Raising Interest Rates. But Other Factors are Lowering Them.

A New Generation of Airships Is Born | The New Yorker

A New Generation of Airships Is Born | The New Yorker

New York, Beijing Chip Away at Silicon Valley - WSJ

New York, Beijing Chip Away at Silicon Valley - WSJ

Research: When Overconfidence Is an Asset, and When It’s a Liability

Be confident, just don't talk about it.



Research: When Overconfidence Is an Asset, and When It’s a Liability

Bernie Sanders news: a Clinton-era Democrat makes the case for the left - Vox

Bernie Sanders news: a Clinton-era Democrat makes the case for the left - Vox

It's Not the Pentagon Russia's Military Fears, It's Russians - Bloomberg

It's Not the Pentagon Russia's Military Fears, It's Russians - Bloomberg

High-Speed Rail from New Rochelle to Greens Farms: Impacts, Opportunities, and Analysis | Pedestrian Observations

High-Speed Rail from New Rochelle to Greens Farms: Impacts, Opportunities, and Analysis | Pedestrian Observations: Amtrak/Metro-North agency turf battles, low-quality trains, and sharp curves.

Why American Costs Are So High (Work-in-Progress) | Pedestrian Observations

Why American Costs Are So High (Work-in-Progress) | Pedestrian Observations

China’s High Savings: Drivers, Prospects, and Policies

China’s High Savings: Drivers, Prospects, and Policies

Tiny Rooms, Shared Kitchens: Co-Living on the Rise in Big Cities - WSJ

Tiny Rooms, Shared Kitchens: Co-Living on the Rise in Big Cities - WSJ