Serious investment thinking that doesn’t take itself too seriously.
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...
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...
Last week witnessed a feeding frenzy from the crème de la crème of Wall Street’s smart money (and some Dubai’s smart money LOL!) to be part of the private market financing of...
The rise in gold prices to $1750 an ounce, as I write, makes impeccable macroeconomic sense. After all, the Federal Reserve has increased its balance sheet by 65% since March...
The price war between Saudi Arabia and Russia has wreaked havoc on the global crude oil market. Brent crude, $74 a barrel just after the US drone hit on Iran’s General...
It was a delight to discuss the Greek property market with one of my oldest investor friends in Dubai as our wives chatted over delicious Burmese Khowsuey in the patio of his...