Serious investment thinking that doesn’t take itself too seriously.
The new year is a time for both reflection and anticipation. It seems to me it is one of the most important of years to do both thoroughly. 2023 is described by many of my...
Well, what a difference a year makes! Certainly when it comes to RICS Redbook valuations! Valuations are down almost across the board as valuers have adjusted to the new normal...
My bank – a global behemoth with Asian origins – refused to honour my transaction. This was despite multiple attempts, and an agent on the telephone telling me everything was...
Originally published July 2023. Some listed Propcos are now a "buy" and here's why... It is ironic that the thing the listed property sector seems to need more than anything else...
There are many reasons why one could try to argue that a decent recession is on the way in the US; the economic engine room of the world. I, though, like many others, have been...
It’s all a matter of judgement… It was predictable for those of us with a few grey hairs that the woke agenda would eventually be checked by a good old dose of common sense, but...