Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
Water rights are key to the American West. What are they, how do they work, and where might there be investment opportunities? “I really think this emotional charge that we all have around water is in part because you can only live three or four days without it. So, when it gets scarce, that sort...
Once upon a time – in 2019 – tourists from China were among the best-traveled in the world. They collectively spent more than US$250 billion abroad – nearly twice as...
The US banking crisis triggered worries about the global banking system earlier in the year. Three mid-sized US banks, Silicon Valley Bank, Silvergate and Signature,...
The dangers of false dilemmas: moving beyond binary thinking in the rent control debate. In her paper titled Two is a Small Number: False Dichotomies Revisited, Canadian...
From the early days of human space activity in the 1960s, missions to the Moon have attracted significant global attention. India’s recent success in landing the Chandrayaan-3...
As Kyiv’s counteroffensive to liberate Russian-occupied territories slowly advances in Ukraine’s east, the drone war continues to escalate. Beyond the symbolic value of...
The debate about how much of a role Artificial Intelligence (AI) will play in our lives is essentially over. AI is here to stay and will play a significant role in every facet of...
There has been much talk about offices heading for the buffers. The nightmare scenario is many thousands of office buildings being deemed virtually worthless as leases...
In 1937 the English economist Joan Robinson proposed that “when capitalism is rightly understood, the rate of interest will be set at zero and the major evils of...
Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. In my series of articles so far, we have dispelled the idea that...