Serious investment thinking that doesn’t take itself too seriously.
Washington, DC is going through its annual budget charade. The US Congress is no longer capable of approving individual budgets and appropriations. Instead, a handful of leaders make omnibus deals among themselves and demand the people’s representatives rubber-stamp the result. Otherwise, the...
In 2021, 20 countries pledged to no longer fund the development of fossil fuel power plants in other countries. This commitment threatens to keep millions of Africans from moving...
Central banks will do far more harm trying to tackle it. It remains to be seen whether the Omicron variant will shift Sars-CoV-2 towards becoming manageably endemic. But as and...
Power posturing or trouble on the home front for Putin? There is a pressing need to understand what’s behind Moscow’s growing threat to use military force against Ukraine. The...
When I was on honeymoon in Venice, I spotted a pair of Chinese dragons, one chewing a toenail and the other picking its nose. Smart shop, Grand Canal – my wife, Jane, and I set...
In a year-end review of polling and politics, one of America’s leading national pollsters, Scott Rasmussen, says most Americans have higher priorities than politics. And he says...
David Goldman offers an interesting take on the competition between the United States and China for global influence in his latest book, You Will Be Assimilated: China’s...
Why they beat the rest of the high street as a retail experience. A bone china teapot, a pair of leather brogues, a poetry book, a velvet coat, an embroidered tablecloth and...
Which US asset classes perform best or worst amid periods of high inflation (6% or more)? Answer: commodities perform best, while bills perform worst. It’s commonly recognised...
The Japanese housing depreciation dilemma. While Japan shares many characteristics of the West – a democratic political system and capitalist economic system – one area that...