The U.S. China Chess Game

The U.S. China Chess Game

A global economic and political chess game is on between the United States and China. There are many moves, defensive and offensive strategies, short- and long-term gains, but, unlike chess, mutual victory is possible. But only if the U.S. and China understand each piece, all the potential moves, what can be sacrificed, and what victory really looks like. But this does not appear to be happening. Instead of working for mutual benefit, regardless of fundamental cultural and political differences, we are now drawing bright lines demarking battle zones. The result will be economic and technical inefficiency and degradation in the quality of life, safety, and prosperity for everyone.

The Overvaluation Engine

The Overvaluation Engine

High growth companies competing for large total addressable markets may not be creating long-term value. Cheap capital has created a vicious circle of unproductive investment. Markets will correct this overvaluation and misappropriation with a rather unpleasant bang.

Investment Selection

Investment Selection

Investments focus on technologies and life sciences. Our selections are focused, and information is gathered from multiple sources and perspectives, along with our industry experience and network of experts. This provides a better perspective and enables a truer...
You Must Be You

You Must Be You

Nicholas Mitsakos Special thanks to Prof. Christopher Robichaud and Prof. Dana Born of Harvard’s Kennedy School of Government for their assistance in compiling this material, and their invaluable perspective on this topic. Who are you? A pubic narrative exists, based...
Leadership

Leadership

Nicholas Mitsakos Special thanks to Prof. Christopher Robichaud and Prof. Dana Born of Harvard’s Kennedy School of Government for their assistance in compiling this material, and their invaluable perspective on this topic. This article explores the idea that effective...