Serious investment thinking that doesn’t take itself too seriously.
“You’d think you can’t just keep printing money, monetizing debt, and buying bonds, without the dollar imploding. But, maybe you can?” Bond markets reflect facts. Equities are about stories. There is a shift in markets underway – where are rates, inflation and politics taking us? Traders want to...
Why it’s so hard to run a sustainable innovation-focused restaurant For over a decade, Noma in Copenhagen has been one of the standard bearers of the high-end culinary world....
Last week brought some news which caught my eye. On Thursday, Bloomberg told us this: Germany’s housing boom is over as prices for residential properties dropped for the first...
I saw the phrase ‘friendship recession’ in a headline last week, which has a musical swing to it, but refers to growing social isolation, particularly among men, due to people...
For most companies, recessions cause a short-term dip in earnings and perhaps even dividends, but recessions are also an opportunity for the strong to take market share from the...
Has Paris really stolen the limelight from the City of London? In late 2022, the French press exulted at the news that Paris’s market capitalisation had overtaken London’s. While...
With Russian troops digging trenches to prepare for an expected winter standoff, it would be easy to conclude that fighting will slow in Ukraine until after the ground thaws in...
‘Flexible working’ could mean many things. To employers such as the train-operating companies, it might mean unions which are prepared to change rigid rostering systems dating...
Ukraine’s successful counteroffensive in the Kharkiv and Kherson regions means that a large chunk of the country’s Russian-speaking southeast is returning to the Ukrainian...
Drones are already shaping the face of our cities – used for building planning, heritage, construction and safety enhancement. But, as studies by the UK’s Department of Transport...