Insights

What We’re Reading – Week of 09/19/2014

Below you will find the articles on economics, investing, and finance that we found most interesting for the week.

NB: ($) denotes subscription site.

 

Even experienced venture capitalists like Bill Gurley of Benchmark can’t help but notice parallels to 1999 in Silicon Valley. 

Article via Wall Street Journal ($)

 

The next round of multinationals is probably not coming from the U.S. or Europe.  Thai Union certainly has global ambitions.

Article via Financial Times ($)

 

One has to like this Fed statement on policy normalization.  The last line is particularly amusing and can be paraphrased as, “If all this doesn’t work, we will try something else.”

Statement via Federal Reserve

 

Bill Gates deploys a relatively simple (and effective) mostly buy and hold investment strategy.  The Wall Street Journal had a good profile of Cascade Investment, Gates’s personal investment company, and the man who manages it, Michael Larson, this week.

Article via Wall Street Journal ($)

 

We’re not sure how we feel about the rise of the celebrity regulator.  Bloomberg profiled Benjamin Lawsky. 

Article via Bloomberg