Blog Archives

So Much for That? Is The Floating Rate Still a Winning Bet?

So much for that-Bond Market Carnage

This is what I wrote in my blog of May 7th:

So up until this point having bet on floating rate has been a winning bet. The question now is whether it will be going forward. Before answering that,

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Ethical Leadership & Human Capital in Singapore

Singapore Ethical Leadership

This is my final installment about Lee Kuan Yew. There is still a lot I haven’t touched upon but three weeks have been a sufficient amount of time to devote to some of the most important lessons learned from Lee.

Ethical Leadership

One of CWS’ core values is “Ethical dealings are paramount.” It’s not only the right way to act but it’s also good business.

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The Discipline of Lee Kuan Yew – Transforming Wealth Into Well Being

Lee Kuan Yew

On my recent trip, I visited 10 countries in Africa and Asia. My last destination was Singapore. I had been there in 1999 and remember how impressed I was with the city-state then and departed this time even more so. Singapore became an independent state after being kicked out of the Malaysian Federation in 1965.

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Tariffs & The Wisdom of Grover Cleveland

The tariff debate and controversy seems to be escalating and has been leading to tremendous stock market volatility. Whenever there is such a heated topic that catalyzes strong emotions I like to take a step back and find ways to drown out the cacophony. One of the ways I do this is to ignore today and look to history to see what I can learn from the past.

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Courage & Choosing Life – The Legacy of Nelson Mandela

South African Selfie

“It did not really matter what we expected from life, but rather what life expected from us. We need to stop asking about the meaning of life, and instead to think of ourselves as those, who were being questioned by life-daily and hourly. Our answer must consist,

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Into Africa – My Safari in Africa

Africa

I recently returned from a vacation that took me to 10 countries in Africa and Asia. Over the next few weeks, I will write about some of my observations and lessons learned from such an interesting and educational adventure.

For this week,

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The Ever Growing Importance of Ideas

ideas

As property values have escalated greatly in major cities, particularly with a tech orientation, I ask myself if secondary markets make more sense as the cost of living is cheaper and yields are initially higher. The tradeoff historically has been far less growth potential and lower appreciation.

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When One Thinks of Disruptors – FDR or Tech Titans?

FDR Churchill Bezos

When one thinks of disruptors it’s not surprising to think of modern tech titans like Jeff Bezos, Mark Zuckerberg, Reed Hastings, Peter Thiel, Bill Gates, Marc Benioff, Steve Jobs, Larry Page, etc. I was reading an interview with the great American writer Philip Roth in the New York Times and he referenced books that he has recently read and what triggered his interest in them.

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Fake News – The Reality Is Not What You Think

Fake News

I recently completed Titan: The Life of John D. Rockefeller, Sr. by Ron Chernow and it is a wonderful read about the fascinating life and times of John D. Rockefeller. Ida Tarbell, one of the great muckraking writers and profilers who gained her fame while writing for McClure’s was personally impacted by Standard Oil’s brash business tactics.

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Stock Market Volatility – Up Like an Escalator and Down Like an Elevator

stock market

Trite generalizations have been able to have longevity because there is enough truth in them to have proven wise and insightful. One of them is that markets go up like an escalator and drop like an elevator. Last week was a perfect example of this.

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