Serious investment thinking that doesn’t take itself too seriously.
Tariffs appear to be the opening salvo of a wider plan to shake up global trade, but is this all a sign of American weakness not strength? The press usually treats a strong gold price with consternation, largely due to gold’s long history as a hedge against inflation, war, uncertainty and...
One good reason to travel around America is to meet American people, all the more so if you’re one of them yourself. I went out West for ten days and rediscovered what I always...
In the ever-evolving landscape of modern corporate culture, there's a new demographic speaking out: young professionals. In the race to attract the best and brightest, companies...
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...
Moving out of an apartment, as I’ve been doing recently, convinces me at last to resign from American consumer culture and live with only bedding, one towel, two changes of...
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...
My immediate response to the news that Lazard, the boutique investment bank, is to cut 10% of its staff amid a “dealmaking chill,” is that they should cut 10% off the fees they...
The average member of the RICS – the institution that regulates standards, values, and protocols across the profession – must be holding their heads in their hands right now. Has...
I was an infant when Allied forces crossed the Channel and landed at Normandy in 1944 and none of my uncles were there. The only D-Day vet I knew was my high school biology...
UK commercial real estate (CRE) valuations are languishing at post-COVID lows, amid fears the sector faces “banking covenants being breached” and struggles with regard to...