Serious investment thinking that doesn’t take itself too seriously.
Seldom since its civil war and prior to that its battle for independence, has America’s internal future/fortunes been so vulnerable to the actions of outsiders serving their own...
Destination shopping will return, says this writer. Having had so much change forced upon us by this cursed viral crisis, we can all be forgiven for despairing that...
These words are written soon after the end of the UK’s work protecting – what many claim was a ‘true’ job data distorting – furlough scheme. They come in the midst of a...
A casual geographic inspection of property yields across the UK’s CRE – inclusive of its PRS – reveals a premium not merely outside London, but the entire South. To be clear,...
As agitation for Indyref2 grows, one of our favourite economists puts forward his view of what Scotland’s next move will be. Let me begin by making clear why I dismiss the...
The UK economy: an ever-changing picture of work in progress, part three. In what follows I wish to make the case that persistent unemployment is not some inevitability whenever...