Reflections on a Winding Road to EM Private Equity

In late 2005, I would arrive at the office early and catch up on the latest news of sectarian violence in Iraq.  It made for gruesome reading—bodies discovered in vacant houses, tied to chairs with clear evidence of torture.  A favorite tool seemed to be power drills, which were used on knees, ankles, heads. There […]

Henry Kissinger’s World Order and the Question of Universal Values

On the tension among “universal” values, world order, and U.S. power
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The Age of Entropy

…we are on the cusp of an eternal purgatory. It will be a world full of confusion and instability. The age of entropy will be a time of restless disorder, an aimless but forceful hostility to the status quo… How serendipitous. A week after posting Entropy: The Defining Characteristic of Global Affairs, I stumbled across an article […]

Entropy: The Defining Characteristic of Global Affairs

Markets are pricing for utopia but is tectonic change afoot?
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