Serious investment thinking that doesn’t take itself too seriously.
The cockroach theory in Wall Street contends that for every one cockroach you see, there are 100 hidden in the woodwork. We saw four Big Tech cockroaches in this earnings season:...
I have always fantasised about buying into a midtown Manhattan office building portfolio since New York City is the nerve center of global finance, banking, digital media,...
Brent crude was grossly overvalued at 124 in June and black gold has come down as supply angst is replaced by the very tangible reality of a China where 7% GDP growth is not...
"Our currency, your problem." John Connally, Treasury Secretary in the Nixon White House, uttered these words to the world's elite when he torpedoed the Bretton Woods regime's...
It is perfectly logical that the summer rally in emerging market debt was aborted the moment Powell spoke at Jackson Hole and risk assets plummeted on the expectations of 'higher...
Especially in a desert. The rally in Dubai luxury villas has been as swift as it has been spectacular since the autumn of 2020, with anecdotal evidence of 50 to 70% cumulative...