Educational Alpha: Pidgin English | Portfolio for the Future | ⁦CAIA Association⁩ caia.org/blog/2024/09/1…

Beijing's central bank announced funding to boost the stock market and aid share buybacks, as well as more support for the stricken property sector. on.ft.com/3Bd1ZMB

The only swing to produce a batting crown in three decades (‘76, '80, '90).

Japan was 13x ASEAN combined economies in 2000 and now is only 1.3x. ASEAN contributed more to global growth than the EU in the last few years. This is ASEANs moment in history. Great open to SuperReturn Asia from Kishore Mahbubani of NUS

Enjoyed opening up SuperReturn Asia on the state of private capital fundraising. CAIA Association

“We haven’t exercised the geopolitical risk underwriting muscle since 1989.” Ed Grefenstette, CEO of the Dietrich Foundation at SuperReturn Asia.

Fascinating discussion about the coming of age of the modern family office at SuperReturn Asia CAIA Association

PSA: If you’re over 40, the backward hat phase is over fellas. Please.

Letting go of Zach Lowe right after you lose Woj and JJ Redick is an all-time baffling business decision.

The official shoe of “I guess my hopes and dreams are behind me now.”

Singapore, are you ready to explore innovative insights in the world of #alternativeinvestments? #ALTSSG is your local investor-centric event! Join us for engaging discussions, expert panels, and networking opportunities: bit.ly/4dmMRtp John Bowman, CFA, Nick Pollard, Jayne

As I descend on a visit to Tokyo, this was so helpful and engaging. A great summary of why it just might be different this time for Japanese equities. Thanks Toby Rodes and Ted Seides podcasts.apple.com/us/podcast/cap…

Woah

Man, do we all miss Adrian Wojnarowski

I disagree. If Randall is healthy, he and DD are a much better fit with Ant and this team.

Namsan Seoul Tower morning run

Colorado Public Employees' CIO touts internal management as competitive edge pionline.com/pension-funds/… via Pensions & Investments

🥲 Virginia Football