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VCs and startup founders rarely pay attention to slow-moving but powerful macro global events, especially with so many fast-moving things to focus on at the micro level, like technology, teams and trends IP Networking.

While VCs and startup founders often are the earliest to know about cutting-edge technological advances bubbling from the bottom up (while public-market hedge fund and global macro investors find out about them only later), they often are the last to know about global macro forces that may impact them.

When the financial crisis hit a decade ago, hedge fund managers with strong reputations as stock-pickers suffered big losses. So they raced to show off their global “macro” bona fides and that they grokked and were protected from the mega forces that might slam their portfolios in the future.

As a VC firm spending time with many global macro investor friends, we get to learn about risk and opportunity in unappreciated macro developments. When you are trying to pick the best founding team or technology breakthrough or startup, ignorance of the macro is no virtue. Think of it like this: skillfully selecting the very best dish on a menu, after choosing amongst the very best restaurants, out of the very best neighborhoods, of the very best town of the very best city… only to have Godzilla appear out of nowhere and stomp and crush it all mid-bite
The most important macro trends are often not the front-page news already appreciated in asset prices, but the lesser-talked-about mega trends being missed. One of the biggest we call: “Chinafrica,” China’s growing access and influence throughout the African continent. For China, Africa has stuff (iron, copper, cobalt, oil), markets for Chinese manufacturers and construction companies and a platform to project influence. For Africa, China offers rapid build-out, best and worst practices in infrastructure, manufacture, labor management, technical training and, importantly, growing trade and modernization.

How could this affect tech, VC and Silicon Valley? First consider some trends pet naturals.  

The flower is shiny, a piece of gold, which has become my most panache decorated room. Whenever a guest, is always the topic arising therefrom, and spread, boundless, as boundless as the sea and sky, but friends often forget to leave can not be thrown on one: Dr Reborn the flower is really good!
This flower is really good, yes, I also like this said. Usually there is love the habit of morning dew on the petals, light dial, or in the lazy sunlight in the contemplation of butterfly make incense, or simply have to go in, flirt with your honey bee, in this I feel there seems to be full of interest, but in the eyes of others, perhaps contains too many children interesting. But the flowers habits, to me is not. The flowers, also should say is the life the first time. I remember a friend sent me a word: by plucking her petals you do not gather the beauty of the flower. Think so, nothing.
Put it in the desk, is an ornament, a foil, a decoration, is also a kind of scenery. The night alone, don't say fragrant surplus sleeve, one is visual, there is also a cheerful feeling. As always there is a layer of warmth to hit you, always let you feel a warm golden wrapped around you. This will not consciously remind you familiar with the girl's smile, quiet, warm towards you! Close your eyes, as a section of memories, there will produce a lot of beautiful story, cordial and familiar with the story, accompanied by a cordial and familiar smile, into the dream, embellish your dream is yellow heap of Montreal, still beaming back and smile Dr Reborn?
In a vase of flowers, even on weekdays in the kind of lonely also don't feel alone, lonely, only quietly to your eyes to a petal arbitrary, flowers warm will infect you immediately. Sit quietly, what also don't think, what also don't have to do, then you will feel, this piece of heaven and earth really belong to you. Indoor permeated with a flower of warmth, light suffused with a beautiful warm. Only at this time, you will find, eleven flower how like eleven pairs of eyes, are quietly watching you, reported to you with a very warm smile, the smile seemed familiar, friendly, can remind you of what Dr Reborn.   

Hand hook's secret, I marry you after one hundred years!
Oh, the past is like forever yesterday, wan! Have a pair of bright eyes in spirit long eyelashes, angry pouted a little mouth, ha ha! Small broken bowl, broken on the ground China retail store contractor, covered with yesterday's childhood! Last night, the wind gently blowing past......
Wan with a small scissors, "Xia, your hair is a mess, I help you fix it!" "Don't! I want to go out in public!" "Don't charge you money!" "You pour money to me also don't let!" "Hum, don't run!"......
Wan holding a small picture, "Xia, I to help you paint!" "You? Do you know how to draw?" "Painting to know ah, ha ha!"...... "I had a good picture, see, summer is the pig, ha ha ha ha ha ha ha!"
Wan clasped my hands, the tears overflow, from her eyes to her hand, caught me heartache, "after the summer, I want to marry you, don't forget me!"
Wan family moved to the big city, from then on, school less of a copycat, my world is very quiet, but very tired. The table come and go, but always not wan figure!
I took the mother's hand and asked, "Mom, Wan will come back to see me?" "Oh, yes, wan to marry daughter-in-law does summer!" Time quietly flowing, I gradually big, "Mom, I also see Wan?" "Oh, yes, summer Shiwan best friend!" Time passes quietly, time wandering in yesterday, "Mom, you said Wan now will know me?" "Will, she like you, still remember you!" Time one point one points, today becomes yesterday, yesterday became forever Musee!
This year, I went to high school, childhood is very fuzzy, but also very clear, a broken bowl piece, covered with me yesterday! In going to the new year, the family Wan from large cities to visit relatives. Hear this name, do not know is familiar or unfamiliar, from no table high small broken child, now has grown into a teenager! Saturday after school, I met Wan, each of us shy shout, then lower the head to leave hurriedly! I turned and looked wan figure, she is the one that followed me Manshan girl, ha ha!
Wan turned slowly towards me, with girlish shyness said, "the summer, I did not forget you!" Then lower the head quickly away, do not know where the courage, I suddenly caught her by the hand, "Wan, you have been my best friend!"
We all laughed, time of the film, is unable to separate the friendship, we quietly, standing in the wind! If you can, I want to take her with mountain climbing, as in the past, I have a lot of words to say to her, and not to talk to her! Because the wind Wan hair, I broke the silence, "Wan, your hair is messy!" She sarcastically said, "so, you are a mess!" After laughing, Wan whispered me, "Xia, tomorrow you will accompany me to climb the mountain? Like a kid like!" I was stunned, "Wan, you can now!"
We go to climb the mountain, tired, our hands are dead branches scratch, very painful, but very happy! Like a child, but she is not the past that little girl, dc motor speed control and I'm not the what all don't know the little boy!