Serious investment thinking that doesn’t take itself too seriously.
The brutal correction in NASDAQ last week did not spare such former tech sector darlings as cloud software, semiconductors and social media shares. The big daddy of social media...
I believe it is now time to bottom fish in Singapore property developers and selected REITs on SGX. Why? One, Singapore benefits from US supply chain reconfigurations away from...
With offices, hospitality and retail all on the slide, industrial property looks set to become the best bet in global real estate. While much of the global property market is in...
The late Anwar Sadat, when president of Egypt, called 1973 his autumn of destiny. I call 2020 my autumn of destiny because four of the world’s top software/fintech will go public...
In the past 18 years, after a series of spectacular and occasionally failed rocket launches, Elon Musk’s SpaceX has emerged as Silicon Valley’s next colossus, a once in a...
The US Dollar Index has fallen almost 6% since its March 2020 highs. This is no surprise given the sheer scale and speed of the Federal Reserve’s response to the pandemic – a $3...