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#17: Kiril Sokoloff on Identifying the Next Big Thing
Superinvestors and the Art of Worldly Wisdom
The Rise of China and the Commodity Crisis
I wrote over 100 memos arguing that it would go from the emerging Asia to the emerging world. That's pretty much what happened. We turned very bearish on Asia. The fact that the US has collapsed is almost 90%. There's a financial crisis going on. I look and I see the commodity crisis going up. How could this be? It should be going down. So many people have been steamrolled by that kind of mistake.
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