Category Archives: Entrepreneurs

FYI: CNBC Closing Bell today on Alibaba

When you buy Alibaba shares you are making a number of bets simultaneously. Here are my thoughts on some of them. 1. You are betting on China. Jack Ma talked about growth prospects in US and Europe but this is … Continue reading

Posted in China, Entrepreneurs, Featured, How We Think, Investing, John on TV, The World Outside of the U.S. | Comments Off on FYI: CNBC Closing Bell today on Alibaba

Migrant Worker Schools

I did a spot on CNBC Squawk Box this morning to discuss the impact of the recent unrest in China. Much of the news surrounds stories about migrant worker protests. As I wrote yesterday, the drivers for the protests making … Continue reading

Posted in All, Appearances, China, Cool Stuff, Economic Indicators, Entrepreneurs, Featured, Government Policy, How We Think, John on TV, North Korea, The World Outside of the U.S., U.S. Economy, Why We Do the Things We Do | Comments Off on Migrant Worker Schools