the european office announcing another bank holiday

One of the coolest graphs I’ve seen showing what materials go into China’s high-speed rail:

• 133 million tons of steel
• 561 million tons of cement

So Norway banned smartphones in schools and 3 years later, girls’ GPAs are up, their visits to mental health professionals are down 60% and bullying in both boys and girls is down 43-46%. That’s wild

Fijne Koningsdag!

📚

New (soon to be) EM focused firm focused on privatisations and capital markets dev. They shared the first research piece covering the past, present and future of the State Economy. Worth a read.
imperiumproject.co

In 1977, Jorge Luis Borges, one of the most influential 20th c. Spanish-language writers, told William F. Buckley (whose first language was Spanish) his reasons for feeling, age 78, that English was 'far finer' than his native tongue. Right or wrong, I love his savor for language

Incredible DD field trips across rural India.

Rural village in Tamil Nadu. Homies chilling & sharing wisdom. As they should Lord of Leisure

Early morning musings in Chennai.

Back to India. Career & Education related ads are still ubiquitous.

'Experience is not what happens to a man; it is what a man does with what happens to him.' - Aldous Huxley

An extraordinary collection of lessons that Danny Kahneman imparted. Worth reading and celebrating an extraordinary life: behavioralscientist.org/remembering-da…

LGFVs are core to the story of China's economic development, and now central to many of the countries biggest challenges.

To scratch my own curiosity about them, and in hopes of adding texture to today's headlines, I explore the history of their rise and (potential) fall.

Ken Langone’s life should be a movie

He co-founded Home Depot

Bought and held shares for decades in others like Eli Lily

Fought Spitzer (hilarious section)

Rebuilt NYU Langone

So much more

Integrity and energy off the charts. The American Dream:

joincolossus.com/episodes/32603…

Two of the largest public pension funds (APG is the largest pension provider in Europe ex Norway; GPIF&APG manage ~$2+tln in assets), setting up a first joint investment program. Sad that, generally, pension allocator teams are boring as hell.
assetmanagement.apg.nl/publications/a…

Tons of decision making groups (management teams, boards etc.) out there seem to view diversity as social only (race, gender, ethnicity, age, etc.), ignoring the cognitive side of it, or worse, assuming the latter is a result of the former.

Just delivered 🫡

Damn.