Thanks Karen Strougo for your kind words. I hope to return to #Peru again soon and would welcome the opportunity to continue the discussion about global dynamics and how they might affect Peru.
who does not want to short a startup they think is either ridiculously valued or has a ridiculous business model or both? even if appealing, this will not work.
in 1992 i interviewed for a job with a top 10 asset manager based out of London. i mentioned ethical investing, finding companies that do good for stakeholders. i did not get the job. the only way to make this happen is to change the bylaws of a corporation. let’s see who will be the first CEO to push for such a change. …see more
US #manufacturing plummeted more in April #COVID19 #recession than during the #GreatDepression 90 years ago.
ahhh another algorithmic stablecoin to make fun of. plus this one has a wonderful name: Ampleforth. note that Ampleforth is a 1984 character whose work was to edit poems into compliance with *Party* ideology. symbolism is everything. …see more
The US #economic bounceback from the #pandemic is looking very #VShapedRecovery - but we are still half a trillion dollars in #GDP below early 2020
The #WTO has ruled that the #usa broke its rules in beginning the #tradewar against #China . I presume this will just be grist for the #Trump anti-WTO mill
ICYMI - here is my conversation with University of Southern California President Carol Folt about the #pandemic #business #economy , the future of #leadership and #capitalism , and the future of business #education at University of Southern California - Marshall School of Business and beyond …see more
The #USA #trade #deficit is going down fast, but not because #America is selling more overseas (the #Trump goal). The real story is declining American demand for #imports
Southern #Europe dependence on summer #tourism is massive - no wonder #Greece and others are aggressively reopening after #COVID19 #lockdown . Tourism is 1/4 of the Greek economy.
Potential impact of #COVID2019 on #2020Elections in #US : As of now, per CNN data, number of confirmed cases/100k pop in states #Trump won in 2016: 41.6. In states Trump lost: 93.8 (70.8 if you exclude #NewYork ). Explains poll numbers
The #US might support #EU #5g equipment makers, because #Huawei has a big lead and there is no viable American competitor - how/why did the US let this happen?
Bracing for snow? Be safe, and be productive! Thanks for these insights, Brad Staats , Julia J. Lee , and Francesca Gino .
On March 6, at the end of the first week that the coronavirus roiled markets and rocked the U.S., PYMNTS asked 2,128 U.S. consumers to tell us about its impact on how they work, travel, eat, shop and play. Their responses across these five key pillars of our connected economy provides an important baseline for understanding how those behaviors may shape the new normal when we emerge on the other side. Why? It was the last week that it was more or less business as usual in the U.S. and consumers could actually decide. Here’s what we learned: https://bit.ly/2xIjbci …see more
Being the one #app to rule them all — the everyday or super app — is #BigTech and many a #FinTech 's ambition, even if they don’t say it out loud. But do consumers want one front door to streamline the digital access to all of the activities they undertake every day? We asked more than 1,000 consumers and their answers may be surprising. Including whether consumers even want that single front door — and if they do, who they trust to open it. Data and details await. …see more
Our latest Global Cash Index™ South Africa Analysis - shows cash powers over 50% of consumer transactions and accounts for 58% of GDP. Full Report: http://bit.ly/2t4EEWB
When Amazon  launched Prime 13 years ago, it looked like a neat perk, but not a complete game changer. However, initial appearances can be deceiving. Today, Amazon Prime is an entire ecosystem of services for members online and offline — and one that is still growing. So how did we get from there to here? We have the complete history. …see more
Jason Thompson, managing director at Grab  gives me a look inside their digital payments playbook: http://bit.ly/2zBTgBY
Visa and Marqeta, Inc announced a global partnership today that puts instant card issuance closer to the customer and expands the use cases for physical, virtual and tokenized accounts. Marqeta CEO Jason Gardner gives me the details.
Learn how financial newcomers are reshaping the digital banking landscape. Full Report: http://bit.ly/1TF8XrJ