I’ve watched the career of Henry Blodget in fascination. He and I worked on the sell side – at different firms – at about the same time; I came from a traditional finance background (MBA, CFA, experience as a junior analyst at a mutual fund company), while he came to Wall Street after working as… [Read More]
Blog
The Power of MSCI
Whenever I talk about emerging markets, people want to argue with me. Why is Korea on the list, when it’s as developed as any country out there? How can you say China is an emerging market when its GDP is the world’s second largest? The answer is simple. An emerging market is any that is… [Read More]
Three Cans of Diet Coke
I’m going to add three cents to the discussion about Greg Mortenson’s Three Cups of Tea, the book about his embellished school-building program in Afghanistan. First, the expose by Jon Krakauer, longer than an article but shorter than a book, is available online through a new service, Byliner, that hopes to commercialize more works of… [Read More]
