We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your...

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November 8, 2019 Phillip Capital Inc. Private & Confidential We, the World acf135

Transcript of We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your...

Page 1: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

November 8, 2019Phillip Capital Inc. Private & Confidential

We, the World

acf135

Page 2: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

TUG OF WAR II

The Union

• Smaller Classes

• More teachers

• More pay

The City Of Chicago

• No more money

• No Budget

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Page 3: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

A Clear Winner 3

Page 4: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

1) The Big Break up: Brexit

Should I stay or should I Go?

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Page 5: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

2) The Hong Kong Riot

Things are getting worse

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Page 6: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

3) The Trade Wars

The New World not a tweet

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Page 7: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

3) The Battle Of the Dance floor

It’s us vs them.

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Page 8: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

How then shall we live?

DO THE OPPOSITE

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Page 9: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

When will I have a good

life? By Wihlem

reich

You'll have a good, secure life

when being alive means more to you than security, love more than money, your freedom more than public or partisan opinion;

when the mood of Beethoven's or Bach's music becomes the mood of your whole life--you have it in you, little man, somewhere deep down in a corner of your being;

when your thinking is in harmony, and no longer in conflict, with your feelings;

when you let yourself be guided by the thoughts of great sages and no longer by the crimes of great warriors:

when you cease to set more store by a marriage certificate than by love between man and woman;

when you learn to recognize your errors promptly and not too late, as you do today;

when truths inspire you and empty formulas repel you;

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Page 10: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

But What about Trading Asia?

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Page 11: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

Good news and Bad news

Bad News

• IMF latest report “ prolonged uncertainty weighs on Asia’s growth”

• slower growth

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Page 12: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

Good news and Bad news

Good News

• Asia still the fastest growing region of the world. 2/3s of world growth.

• China 39%, India 16%, Asean 10 %

• So the growth is slower, but we are still the fastest in the world.

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Page 13: We, the World - Phillip Capital · 2020-01-01 · man and woman; when you learn to recognize your errors promptly and not too late, as you do today; when truths inspire you and empty

So if you forget in anything else,

Trade Asia

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