About 2 months ago, on Feb 16, 2023, Kevin Rudd, in his capacity as president of Asia society in New York, gave a speech about “China’s Competing Ideological and Economic Policy Objectives in 2023.” The video of that speech is here, and if you want to read the full document, it is here. The speech…
Dan Wang just published another annual letter, another Good Read. It is such a delight to read that I want to post my reactions here. Dan’s 2022 letter starts with a lighter note, where he talked about Yunnan province, where he spent most of his time during the Covid lockdown in China for about 2…
Recently, Ray Dalio published another article in his series, “The changing world order.” My overall reaction to his post is: Ray’s view is comparable to the perspective Kevin Rudd has publicly expressed in recent years. (If you haven’t been keeping up with Kerin Rudd’s public appearances and statements, his recent book the avoidable war is a great place to…
Ray Dalio recently wrote an article warning that we are approaching stage 6 of the changing world order. This stage is characterized by war, and it could have a devastating impact on individuals, countries, and businesses. So how worried should we be? Given that Ray (and his team) are highly analytical in their approach, my…
Yesterday, Ray Dalio published the latest chapter titled “Chapter 4: The Big Cycle of the United States and the Dollar, Part 1”. Overall, it is a good read, even though it doesn’t include as many new ideas or insights as I hope it should. This is partly because I have been following Ray’s public sharing for a while, including many of his recent interview with Bloomberg, TED, Goldman Sachs, etc. If you haven’t been reading or watching Ray’s writing/talks, then there is plenty of new information, insights in this article (or the whole series) for you.