Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
Sometimes reality bites back at Trump, but not always. During the 2024 campaign, the stock market typically reacted favourably to good polling news for Donald Trump, and it surged after he won. But since Trump took office, the stock market has been down quite a bit, lower than it was before the...
1) Industrial vacancy to peak just above 7% Even after white-hot growth industrial rents are expected to stay steady with vacancies peaking within the year. 2) Consumer spending...
Having the proper framework is critical to benefit from the current repricing. Single-family offices are a heterogeneous group of investors and differ in various categories; in...
The last few years haven't been kind to the UK stock market and the FTSE 250, much like the FTSE 100, has fallen out of favour with all but the hardiest and most dedicated (or...
The recent return of violence to Lebanon derails hope that the worst of the crises that have plagued the country over the past four years have been left behind. After a spiral...
The year 2023 will be remembered as turbulent for cryptocurrencies, with numerous important developments that ultimately helped to “clean up” the space to potentially make it...
Networks are defined as "formal exchanges, either in the form of asset pooling or resource provision, between two or more parties that entail on-going interaction in order to...
Mirror, mirror on the wall, who is the juiciest Big Tech short of them all?
Ever since copper was added to the list of commodities with a rosy future thanks to the Electric Vehicle (EV) mania, price expectations on this metal have been off the charts.
The tools we use to analyse data play a pivotal role in shaping investment decisions. Is it possible that cognitive bias can creep in when we favour sensitivity tables over...