Arguably the world's most successful and well known short seller, Jim Chanos has some strong opinions on China's urban real estate bubble. Regardless of your opinion on the matter, his debate and argument is worthwhile watching in regards to macro China. In regards to China, I have deep concerns and am nervous about the global ramifications of a half awakened giant →…read more
|
|||||
|
Checklists are not sexy, but their results are. I just finished the Checklist Manifesto by Atul Gawande. I am sold and you should be as well. Checklists save lives, make money and make life less stressful. Outperformance seems to be associated with repeat process and efficient group communication. Checklists allow for managing individual and team processes for better outcomes. The book gives →…read more James Montier doesn't wear ties or suits etc. He doesn't look smooth or polished. He isn't the type you would put in a line-up of likely bankers, and yet he is refreshingly honest and knowledgeable about investing. Montier is an economist and global equity strategist at Dresdner Kleinwort Wasserstein, a German-owned investment bank. Montier has common sense and the ability →…read more Business values are tied to 2 things, a competitive dynamic and perceived value by the purchaser. Put these 2 pieces together and you end up with price. Please note this is a little more subtle than supply and demand and the framework varies with each market. The competitive dynamic means substitute offerings. If a business model or offering is truly unique or →…read more Losses of up to 58% predicted in NYC commercial real estate in 2011. Article in Jan 8,2010 New York Times. Readers of Designing Better Futures would have known about the potential for this since Feb 4, 2009. Article Tarp for Trump 60% declines for Manhattan Real Estate. The decline estimates were for residential real estate which still has room to go, but →…read more |
|||||
|
Creative Commons; 2010 Designing Better Futures - rights of Attribution Required |
|||||
