Monthly Archives: August 2017

Former Fitch credit analyst Charlene Chu was one of the first to warn of rising risks in China’s shadow banking system.  Chinese banks have been concealing risky credit in ‘off balance sheet vehicles’ (same accounting tricks that bankrupted Enron and … Continue reading →

Interesting historical perspective and update on evolving shared transport services using mobile apps and EVTAL (electric, vertical, take off and landing) rotorcrafts. Fifty years ago, a helicopter company called New York Airways whisked passengers from the rooftop of the iconic … Continue reading →

Next to housing, transport has been the largest consumer spending item for decades. That is now changing. Understanding and anticipating the transport evolution now underway is a critical piece of navigating the economy and investing landscape today. See more here, … Continue reading →