Untethered

/ July 23, 2021

Regular EVA readers know that Grant Williams is not only a frequent contributor to the Guest editions of our newsletter, he’s also among my closest friends.  Thus, you should take what I’m about to say with a big shaker of salt:  I think he should be nominated, along with his key sources, for a Pulitzer Prize in investigative reporting.

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Fool me once…

/ July 16, 2021

Investors that have put their faith – and hard-earned dollars – in Chinese growth equities over the past few years can likely relate to this saying as Beijing has unleashed a series of rolling regulatory initiatives aimed at Chinese tech companies.

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