Weeks When Decades Happen
March 21, 2012 at 08:31 AM EDT
My friends at GaveKal are uniquely positioned to help us think about where we have been in the past decade and where we are going in the next one. Their perch in Hong Kong lets them keep their fingers on China’s pulse, but they also have profound roots in Europe – the Gave family is French – as well as a thorough grasp of the US economy and culture. (Louis Gave, the author of today’s Outside the Box, is a Duke grad.) We can all second Louis when he notes “the discomfort and uncertainty we find in most meetings with clients” – we’re treading on uncertain turf here and moving into unexplored territory. We sense that the potential, in . . . → Read More: Weeks When Decades Happen