Summary: The following write-up jots down some notes about capital, the size of the global market, about allocators of capital, both the largest asset managers…
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Another way of living Beginning a series exploring a few wonderful ideas/ initiatives from the market and the real world, which show another, better way…
Leave a CommentThirty-six sketches of the world, through the brush-strokes of Japan. We took a holiday in Japan in November. Our first family trip to Japan –…
Leave a CommentNewspapers began life in Europe in the early 1600s. Although centuries before the printing press, an idea of a daily paper circulated in Rome, and…
Leave a CommentAround the world, who are the largest asset owners? Generally, the large ones are Pension Funds, Sovereign Wealth Funds, OCIOs (Outsourced Chief Investment Office), University…
Leave a CommentA few threads for macro context: Global Wealth: Thread Pension Assets/ Australia: Thread Top 10 stock exchanges: Thread Sovereign Wealth Funds: Thread Sustainable Development Goals: Thread 1…
Leave a Comment“Oil is a natural resource formed by the decay of organic matter over millions of years. And like many other natural resources, oil cannot be…
Leave a CommentPolitical leaders have so frequently cried wolf over budgetary spending that voters are skeptical about talk of budgetary crises. This is unfortunate, since deficits…
Leave a CommentHow much energy does the world consume? “We are really, when you count performance and tabulate behaviour, not supercomputers but a lot like locusts,…
Leave a CommentBerkshire Hathaway is in an interesting business. Of owning, investing, operating companies. One can look at it as a really large PE fund working with…
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