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from silicon valley dot-com insider to hedge fund manager.starting a new investment management firm in a turbulent 2011 environment.a “4 parts warren buffett - 1 part peter thiel†philosophy. “fortress usaâ€: global macro risk makes betting on us companies safer.observations on the history of emerging market growth data.china’s next decade will be fundamentally different. why globalization is likely to slow down or possibly even reverse.the impact of china’s potential recession on emerging markets. taking advantage of global macro uncertainty.picking the right global “sandbox†where to invest. china’s uphill battle to adjust to consumption-driven.translating chess brilliance to investment management.
