Investor’s Notebook

Investor's Notebook

Only fools think Elon is incompetent

by Noah Smith | Mar 3, 2025

Underestimate a man like this at your peril. I’m writing a longer post, but it’s taking two days, so in the meantime, here is one of the more absurd statements I’ve seen...

Investor's Notebook

All property is local

by Justin Young | Feb 3, 2025

Since the UK General Election, I have been encouraged by the ambition for more devolved decision-making. What I am being told is that the combined regional authorities will not...

Investor's Notebook

Only Content: The changing face of music

by T.A. Cotterell | Jan 13, 2025

Something’s happened in the world of music; it is now almost impossible for new artists to build visual recognition and their brands. The reason is simple: TikTok, and its...

Investor's Notebook

Unpicking returns from Farmland

by Nick Tapp | Jan 13, 2025

Among the complaints raised by British farmers parking their tractors in Whitehall to protest at the Chancellor’s plan to reduce APR (Agricultural Property Relief, the 100%...

Investor's Notebook

The future of cricket in America

by John Ryley | Nov 18, 2024

“Cricket is baseball for people with brains”, the contrarian cricket enthusiast, Piers Morgan, told viewers and listeners to the US Cricket Daily, the world's first and only...

Investor's Notebook

Progress and Recovery: RICS one year on

by Justin Young | Oct 28, 2024

By the end of 2024, around 1.5 billion people will have headed to the polls to vote at elections across 50 different countries. But, arguably, the most important is to come. The...

Investor's Notebook

On writing cold emails

by Paul Stanton | Oct 21, 2024

Family offices and institutional investors are programmed to ignore cold emails. And it’s not because they’re mean or don’t like your deal. It’s because they can’t...

Investor's Notebook

Booker Prize 2024: Sizing up the competition

by Sabina Reeves | Oct 14, 2024

The annual announcement of the Booker Prize Longlist is one of the highlights of the publishing calendar for readers of new fiction in English. The remit of the Booker is now so...

Investor's Notebook

Inside the Hotel California

by Lucian Truscott | Sep 30, 2024

I ran this story in my column on Substack just over three years ago, and I am running it again so new subscribers will have a chance to read it. It’s a piece I wrote for the late...