How Asia Works, A Summary Rephrasing
I recently finished How Asia Works. Instead of my format I used in the last few post, I tried a slightly different format. I took what I thought were the most i...
Category: economics
Expectations Investing, Some Interesting Takeaways
Similar to what I did for Trade Wars Are Class Wars, I wanted to share a few takeaways from a book I recently reread: Expectations Investing: Reading Stock Pric...
Trade Wars Are Class Wars, A Few Observations
I just finished Trade Wars Are Class Wars by Matthew Klein and Michael Pettis, a book about the history of global trade that I think deserves your attention. Be...
Cost Structure Impacts What Firms Do
This seems obvious, but physical and digital goods have very different cost structures. That said, it still warrants further examination and explanation for the...
Industry Economics, Business Model Design, and Destiny
We have all heard something like this before: the restaurant business is a tough business. Restaurants are tough because there is a lot competition, changing ta...