Back in 2017, we wrote about the incredibly rapid pace of growth in Chinese e-commerce and financial technology. To say the least, there’s been some water under the bridge since then — particularly the intensification of the economic and geopolitical conflict between China and the U.S. But one of our Read more…
For a few weeks we’ve been explaining our optimistic view of the waning SARS-CoV-2 pandemic in the United States. Data suggest that vaccine or no vaccine, the pandemic is already beginning to fade. Positive tests, hospitalizations, and deaths are all continuing to fall, even as life continues to return to Read more…
Since the pandemic broke, it’s been apparent to us — as it has to many other investors — that the virus would bring significant social and economic change in its wake. The post-covid world would be different from the pre-covid world, and those changes would benefit some sectors, industries, and Read more…
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