I know I have been loading you up with reading material last couple days, but that is a result of two things. Number one, I'm catching up, and number two, I'm actually seeing some pretty good stuff. There just wasn't much around the first two weeks of August.

This is from our friend Ben Hunt. You must read past the first few paragraphs to get to his insight on emerging markets. I am assuming that you have read the Outside the Box pieces I have had from him in the last few months on the concept of Narrative.