Serious investment thinking that doesn’t take itself too seriously.
Moving out of an apartment, as I’ve been doing recently, convinces me at last to resign from American consumer culture and live with only bedding, one towel, two changes of clothing, a pair of shoes, and one suit to wear for shows and also to be buried in. Stationery, stamps, and a couple pens. I...
Rapid changes are under way across the spectrum of different asset classes, and investors will need to adapt their approach. Investors are working hard to assess what recent...
BACKGROUND There has been much discussion and commentary concerning the presumed, hoped for, and anticipated days when we are in post-pandemic times. Questions abound, such as:...
The A-level exams were cancelled in March in response to the spread of COVID-19. Subject grades in the UK were originally awarded according to a teacher-assessed ranking of...
City centres and suburbs have been subject to both centripetal and centrifugal forces in modern times. During the first four decades after World War II, rapidly growing...
German financial analysts are forecasting an increase in property foreclosures of at least 20%, and loan defaults of up to €100bn as a consequence of the coronavirus pandemic,...
Inflation came in much stronger than economists anticipated across the major western economies in July, highlighting that the effects of the pandemic are not purely deflationary....
FTSE ST REIT Index has little changes from 837.43 to 835.40 (-0.35%) on the month update.REIT Index has rebounded c43% as of July 12 from the bottom on Mar 23,...
Source: FactSet, data to 31 July 2020. Download the data set The US internet shares have been roaring ahead, particularly in recent months. The coronavirus crisis has...
The last 12 years have seen a myriad of crises in various areas - international relations, climate, economies and, most recently, a global pandemic. Though the economic...