Lots of really great content this week, so this is a bumper edition. Highlights include investor updates from the Panah and Pangolin funds, a whirlwind tour through trends in China, an interview with Ed Thorp and a WSJ profile of Yayoi Kusama.
- Letter to investors Q4 2016: Andrew Limond of the Panah Fund discusses capital allocators (vs. capital alligators) and shares his market outlook.
- January letter: Monthly update from the Pangolin Fund. The investment team looks at the plight of indigenous people in Indonesia and Malaysia.
- A whirlwind tour through trends in China: Connie Chan from Andreessen Horowitz looks at online-to-offline commerce, QR codes and new forms of social-mobile communication.
- The unstoppable Yayoi Kusama: Fascinating profile of an artist who, at the age of 87, is busier than ever.
- Lunch with the FT: James Authers talks to Ed Thorp, the man who beat the casinos and then the markets.
- Report of the committee on the future economy: The Singapore government’s vision to be pioneers of the next generation. I found the future jobs and skill section particularly interesting.
- A quiet giant of investing weighs in on Trump: Highlights from Seth Klarman’s recent private letter to Baupost investors.
- Is Peter Navarro wrong on trade?: Michael Pettis looks at whether the US current account deficit is harmful or not to the US economy.
- Petra Capital in Barron’s: Chan Lee on Hankook Tire and S.M. Entertainment.
- A dozen lessons on growth: Tren Griffin shares lessons and insights on optimising products to enable a business to grow.