The Professor
The Bank of England’s white-knuckle ride
Central banks hate shocks, but the shocks they hate the most are adverse supply-side shocks: the kind that simultaneously threaten to damage economic activity and inflict upward pressure on prices....
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The Analyst
12 Charts on various consumerish things
Just a little grab bag of charts, asides, and riffs on themes. YouTube is under-monetised Random Walk made the case for Google as a $2T company, even assuming search is a...
The Storyteller
What no one wants to say about the Coldplay cheating scandal
It’s all anyone wants to talk about. At a time of unprecedented media fragmentation - where there are fewer and fewer shared cultural moments, because we’re all consuming content...
The Professor
The Bank of England’s white-knuckle ride
Central banks hate shocks, but the shocks they hate the most are adverse supply-side shocks: the kind that simultaneously threaten to damage economic activity and inflict upward...
The Analyst
On Urban Dogs
Dogs have become a plague on urban life. Don’t get me wrong, I love dogs. Growing up in rural Arkansas in the 1980s and 90s, our family regularly adopted abandoned hunting dogs....
The Economist
Chinese capital inflows to UK are often disguised
The nature of China’s continuing global acquisition spree is simple enough to fathom. To amass externally all the ingredients essential for its relentless internal economic...
The Professor
The impact of Trump’s deportations on US economy and real estate
Introduction: Two key macro-economic signals I have always asked my students to watch were: ten-year treasury bond rates and monthly net employment statistics The logic for...
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Some of the profession’s best minds
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Making money from residential property investment
THE PROFESSOR
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In-depth interviews with leading figures in the real estate/investment world.