Some recent posts
While it may seem like I've forgotten about the blog, I've been posting for more professional purposes on LinkedIn. My current plan is to...
Notes from a Warming Island*
Singapore's Prime Minister, Lee Hsien Loong, wasn’t pulling any punches in a recent National Day Rally speech. But his target wasn’t an...
Long-Term Value, Long-Term Values
If there was a Mount Rushmore of value investors, Seth Klarman would almost certainly be on it. Klarman's Baupost Group has racked up...
What greenwashing says about the future of the economy
Little infuriates sustainability advocates more than greenwashing, generally defined as "a form of spin in which green PR or green...
The power of informed consumers
It often feels like the balance of power between consumers and business is frustratingly lopsided. We're constantly being sold things we...
Thinking In Systems
I've been thinking over the past few weeks about two seemingly unrelated phenomena. First, the fact that humanity has been...
The Great Transformation of Commodities
One of the most fascinating things about the world of agricultural commodities is just how global the markets are. Palm oil produced in...
