Serious investment thinking that doesn’t take itself too seriously.
The world is in turmoil. The war in Ukraine grinds on, with persistent calls for the United States to continue supplying Ukraine’s war effort. China may be poised to invade Taiwan in the coming years and assert its ambitions throughout the South China Sea and elsewhere in East Asia. Israel...
They led to over 75,000 more overcrowded households during the pandemic. Covid-19 has been described as a 'housing disease'. Overcrowded living conditions make it easier for the...
The notion that stakeholders and stockholders battle for control of major business corporations is an oversimplification of a much more complex reality involving managers,...
That quote from a hit by Gwen Guthrie is rather echoing this morning as we look at another aspect of the housing crisis. I point out the song link partly because there was quite...
It was inevitable that lumber prices would eventually return to some state of normalcy. I wrote an article less than 50 days ago noting that futures and cash prices, despite...
My favourite word today is ‘unsubscribe’ and I’ve been online clicking it on dozens of emails asking for my cash contributions to their battle on behalf of the good, the true and...
It's all still to play for in the upcoming German elections, which will see Angela Merkel bow out after 16 years at the top. Now that the competing political parties are allowed...
Ningbo-Zhousan may not exactly be a household name, but find something in your house made in China and it’s quite likely it was delivered from there. Ningbo-Zhousan, which...
The fastest man in the world is now Lamont Marcell Jacobs of Italy, who ran the 100-metre dash in Tokyo in 9.80 seconds, and bravo for him, but when you peak at 26 you face a...
Even though air travel is in doubt, he might yet pull it off. Harvard Business School strategy guru, Professor Michael Porter, famously described the airline...