Serious investment thinking that doesn’t take itself too seriously.
I have to say, my optimism in the future of Uk commercial offices has become rather soggy to say the least. The news that Brookfield has placed its trophy asset at CityPoint in the City of London on the market with a rumoured asking price of around £500 million, having purchased it for some...
Europe is highly vulnerable to Putin's gas blackmail. European leaders believe they are part of the rich world, with the power to determine their future. After they return from...
Rio Tinto's shareholders are probably very happy. Thanks to significantly higher prices for its core products of iron ore, aluminium and copper, the company's 2021 dividend comes...
The Ukraine war is at a strategic turning point. As the Russian offensive intensifies in the Donbas without resulting in any substantial gains, western leaders warn that the war...
While decomposing inflation into its constituent parts is empirically tricky, its essence is simple. Inflation results from too much money chasing too few goods. Milton...
Time and again during the Congressional hearings on the January 6 attack on the Capitol, the legislators and witnesses struggled to understand how Donald Trump could just...
Most people refuse to compromise on territory, but willingness to make peace depends on their war experiences. The war in Ukraine shows no signs of ending soon. Ukraine is...
Here’s how to keep them high while avoiding riots or hurting the poor. In the UK, it now costs more than £100 to fill up a typical family car with petrol, and oil prices...
Western sanctions are partly to blame. In the days after Russia invaded Ukraine in February 2022 and the west imposed sanctions, the rouble collapsed. The number of roubles to...
Lessons learnt by a new boy. In 2021 some distinguished real estate figures, and me, started an entity to help the UK’s most disadvantaged students and, specifically, to...