Serious investment thinking that doesn’t take itself too seriously.
"Whom the Gods Intend to Destroy… They first make mad.” Bitcoin is either the greatest thing ever, or a complete Ponzi. Take your pick. The Shills cite multiple reasons its going...
“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...