Serious investment thinking that doesn’t take itself too seriously.
Three generations of Gulf Arabs have been enraptured with German luxury auto brands like Mercedes, BMW, Porsche and Audi. But please, please, do not fall in love with German...
Every private banker and real estate broker I meet assures me that a soft landing is certain and Dubai property's meteoric ascent will continue, as if we did not live through two...
2022/23 convinced me that fairytales only happen when I trade emerging markets FX, other than the Lizzie/Rishi's sterling bungee jump last September. But then Britain is now an...
Originally published June 2023. When the shōgun of value investing in Japan says "jump," my only possible response is "Hai, sensei! How high?” So, it is no coincidence that when...
The medieval knights of Europe wreaked havoc on the Levant’s kingdom of heaven in their quest for the holy grail. The leveraged gunslingers of Wall Street wreak havoc in...
Lehman Brothers was a legendary Wall Street partnership before a civil war over bonuses between its bankers and traders forced its sale to American Express in 1984 and led to its...