Developing Countries investor, life learner, disruption fanatic. no recommendations here - all my own thoughts etc…

Manhattan, NY
Joined April 2012
Me working from home; EVERYONE telling me that this is the absolute opposite experience for them - esp. the commuters.
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#DELHIVERY IPO on deck. Here's a podcast I did with @JanvanEck3 & CEO Sahil Barua a little while back - phenomenal business & founder. event.on24.com/eventRegistra…
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#BABA/#Meituan. What a fun conversation with my colleagues - One profitable with ROI and growing back businesses but NO friends other unprofitable and getting more so but MUCH more popular…. Which would you want to hang with for 3-5 years? Pretend you’re back at High School
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Quick and simple update on thoughts re India/environmental stuff. vaneck.com/us/en/blogs/emerg…
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Consensus outside China /ref Chinese real estate - predicts financial Armageddon - again. On the ground sounds a bit different - think/like every time the S&P feared “collapse” over the past 13 years…. Playbooks similar - support asset markets first..
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When did traffic lights in New York City become a suggestion (mostly ignored) rather than a rule??
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Please don’t try to prove me wrong ☝️based on today. Because today it’s raining. And in In this new dimension we live in - no one in NYC goes to work when it’s raining (why would you? It’s raining.)
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Interesting. Our Shanghai based analyst talking today about significantly increased chatter [locally] about reunification of Taiwan. Nothing immediate - just increased press and social media chatter.
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Totally! What could possibly go wrong?
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Angus Shillington retweeted
The greatest life hack: Be nice to people.
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Just in case I don't make it past 100 years old, I just emailed my son asking him to set a cal entry - on his 77th birthday - to check in on progress 👇👇👇 ft.com/content/073563e1-157b…
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Anyone else asking if this is starting to seem weird (maybe better to say weirder than usual)? What’s the expression “first in LAST out”?
China urges families to keep stores of daily needs ahead of winter reut.rs/3w7nsQC
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This is a terrific insight into logistics logjam/hell in LA
Yesterday I rented a boat and took the leader of one of Flexport's partners in Long Beach on a 3 hour of the port complex. Here's a thread about what I learned.
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Angus Shillington retweeted
The VanEck #physical #Bitcoin #ETF decision date is November 14.
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Angus Shillington retweeted
"Owners of multiple houses in Chinese cities are becoming increasingly eager to sell their assets as big municipalities are expected to launch stricter property tax policies to control speculation." yicaiglobal.com/news/chinese…
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Hyperbole aside - tipping a cup of coffee on your keyboard, all over your iPhone, speaker, wallet, notebook etc.. is seriously annoying and terrible way to start a week. Hopefully I took that one for the team!
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China & somewhat connected: 1/ The China model/process in its current form is unsustainable and the longer it takes to adjust, the more difficult that adjustment becomes. 2/ Don't necessarily think the attached is right or wrong - but it feels plausible. palladiummag.com/2021/10/11/…
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Angus Shillington retweeted
Should India be on the list of places to invest? Deputy Portfolio Manager at VanEck, @angusshillingto discusses with @thatEdLopez on #TrendswithBenefits ow.ly/cdPq50Gr03i
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I talk to Ed about digital disruption in India - some public some private businesses - and (I think!) a decent stab at a primer for anyone interested in learning about the space/opportunity... podcasts.apple.com/us/podcas…
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But I understand if you tend to lazy process, blob-think is an easy way to go.
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