Serious investment thinking that doesn’t take itself too seriously.
“Good ideas are always crazy until they’re not.” It hurts to admit, but Elon Musk played a blinder during the US election. Just how much more could he deliver to the US economy...
“You’d think you can’t just keep printing money, monetizing debt, and buying bonds, without the dollar imploding. But, maybe you can?” Bond markets reflect facts. Equities are...
At the core of the UK’s many economic problems the new government must address is the unaffordability of housing for the bulk of UK workers.
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” Markets are watching Commercial Real Estate, nervous the sector may...
Many, too many, have stood where I stand. Many more will stand here too. The markets have been casting a wary eye on rising CRE losses – figuring these may trigger a renewed bout...
After a Bank of England warning in April, you could be forgiven for thinking the whole $8 trillion Private Equity market and the even faster-growing Private Credit market is...