Serious investment thinking that doesn’t take itself too seriously.
The chickens have finally come home to roost at Goldman Sachs after CEO David Solomon’s succession of strategic blunders triggered a 33% slump in Q3 earnings.
Lord Rothschild's advice to "buy when there is blood on the street" is perfectly apt in the bombed-out carnage of US office REITs, where stocks have fallen on a quantum scale...
Blackstone (BX) was founded with $500,000 in 1985 by two Lehman partners after a civil war at the I-bank forced its sale to American Express. BX had a meteoric rise from a small...
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...