Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
Buy low, sell high? It’s that simple, right? Of course, we know that it isn’t. But there are some simple heuristics that investors use when deciding whether to invest into real estate or not. One of these is whether real estate worth the risk given the alternatives. In other words, does the...
China’s reopening and the abandonment of stringent domestic Covid restrictions prompts thoughts on prospects for the property market in China: after the difficulties of 2022,...
For most cheese lovers, taste is the thing. Whether it’s a tangy blue stilton or a creamy oozing camembert, the most important element is the eating. But cheese has profound...
Originally published March 2023 Federal budget hawks are in a pickle. Having predicted nine out of the last zero debt crises, those of us worried about the trajectory of US...
Originally published March 2023 Be sure your door is open to possibilities, says this writer To say we’re living in very uncertain times may be a gross understatement. A lot has...
US office capital value will be 17% below 2021 values by 2030. Source: Oxford Economics/MSCI Having just passed the three-year anniversary of the Covid lockdowns, it is a good...
UK government debt prices have taken an unnerving journey south in the past few days. The closely watched ten-year bond has now hit a yield of 4.3%, taking it within a fraction...
Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. There are around 72 million baby boomers in the U.S. and they’re an...
This morning, March 19th 2033, UK CPI (Consumer Price Inflation) finally edged below 6% for the first time in more than a decade. City analysts see no immediate reason why The...
Buzzfeed News, once a shining star of digital journalism, has announced it will shut its award-winning news division for good, laying off about 60 journalists in a move...