Yearly Archives: 2014

Postcard from Ethiopia

I spent a week in Ethiopia last week, as part of the process by which I am piecing together my own understanding of Africa. Partly, as I extend my business into the continent. Partly, as I build my own understanding … Continue reading…

Fama and Shiller, Men and Women – Musings on the perfect symmetry of information

The discussion around the diametrically different views between the three winners of last year’s Nobel Memorial Prize for Economic Sciences is still playing in my mind. Recently, from my own experiences in the way men and women handle information, some … Continue reading…

Standard Chartered: “A failure of franchise”

Standard Chartered Bank is broken. It was breaking up in full view over the past few years, except that it was not in the way that analysts think about banks. The worst is yet to come, but I thought I … Continue reading…