Serious investment thinking that doesn’t take itself too seriously.
My head is full of grizzly mania, the Russian bear is trapped in Ukraine's military bear trap and the black gold bears are laughing all the way to the bank as Brent tanks to $76...
Blackstone, the LBO boutique founded by legendary Lehman partners Pete Peterson and Stephen Schwarzman, was the flagship IPO of the credit bubble era in 2007. My RMs at Morgan...
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...