Currency Wars
China has been accused by the US and other countries of currency manipulation. I don’t think there is any doubt that they haven’t. However, publicly embarrassing them is not the way to handle it. On...
View ArticleOnion Futures, India Prime Minister Future
In India, a Prime Minister’s future can be made or broken by the price of onions. In today’s FT, there is a short blurb about it. Onions are an essential ingredient in northern Indian food. When...
View ArticleBreakfast Links
Buy Gold Especially now that the state of Illinois wants to regulate it. ($GC_F, $GLD) Gold Feet (Photo credit: @Doug88888) CFTC, the agency that regulates the price of all the stuff you eat and power...
View ArticleIlliterate People Are Why Mobile is So Powerful
Was perusing Benedict Evans slide deck on mobile. It’s highly interesting and informative. There is some data, and a lot of questions. The book on mobile is in the beginning chapters, and we don’t...
View ArticleWhat We Will See In The Future
Been reading around the web about the WhatsApp purchase by Facebook. WhatsApp had one investor, Sequoia. The VC only owned 20% of the company based on what I could find. That means 50 employees...
View ArticleData On Seed Stage Investing
Here is something interesting that I found yesterday on early stage investing. It’s a study from Harvard Business School. The one conclusion I can make out of it is networks matter. They matter a...
View ArticleWill China VC Beat US VC?
Chinese venture capital investments have increased exponentially since 2009. The amount of indigenous Chinese money pouring into Chinese entrepreneurs is flowing big time. I think this is a good...
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