Serious investment thinking that doesn’t take itself too seriously.
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...
The US dollar is the traditional safe haven currency during times of geopolitical or financial stress even when the cause of a risk aversion spasm is ultimately American, such as...
Lisbon, Portugal’s capital, is the best performing property market in Western Europe, a magnet for investors from the EU and 8,000 plus non-EU citizens who have taken advantage...
A month and a half after Saudi Aramco’s historic IPO on the Tadawul exchange in Riyadh, I conclude a few salient themes from its price action and trading patterns. One, the $2...
Thankfully, I was not in the global markets during the Black Death, the Great Plague and the Spanish flu pandemic but coronavirus cases have now crossed 40,000 infections and...