The national security landscape has shifted in recent years, and so has the nature of the investments that pose the greatest potential risk to U.S. national security in 2020.
The United States has been open – that’s changing now. The Exon-Florio Amendment, adopted in 1988, sets forth the process for reviewing certain mergers, acquisitions and takeovers by non-U.S. persons of U.S.-located businesses. This is likely to be revised and strengthened amidst fears of foreign governments buying critical U.S. assets on the cheap. The discussions on foreign control have morphed into a debate over sovereign wealth funds activity in the United States.
ActiveAllocator analyzes portfolios and tells you exactly how much, if at all, you ought to allocate to the infrastructure asset class. We also advise national and government investment funds on public policy and investment issues surrounding infrastructure (inter alia). In this deck we share our general thoughts, as well as append one of the early white papers written by yours truly when I worked on Wall Street. I am told by practitioners, it is one of the better pieces on this topic, has had great shelf life and I certainly hope you find it useful.
Shareholders before Stakeholders. Business ought not accede to the tyranny of the crowd. To do so is the path to poverty for any capitalist society.
Doping in sports is a strict no no – ethically and otherwise. Is usage of cognitive enhancers and stimulants to boost academic performance ok?
Notre Dame and other religious structures are oft referred to as ‘House of God’. Do we need God? I discuss attitudes to religion and God in this century
What’s with this obsession with free speech in liberal college campuses these days? My take
All business is now software
Some recent reading on Systemic Risk – not my own views but regurgitating a dozen pieces
Conversations that need to happen – What matters more? Business or Environment? Shareholders or stakeholders?? – my view
My views on regulating financial markets after seeing Zuckerberg testimony to Congress