Serious investment thinking that doesn’t take itself too seriously.
“With great power comes great responsibility.” — Spider-Man“No God. The only man in the sky is me.” — Homelander I often remark on how much the modern world resembles the cyberpunk sci-fi novels I read when I was a kid. But occasionally it takes a page from a different genre: superhero comics....
On 10 March 2023, Silicon Valley Bank failed, triggering fears of a new financial crisis. Over the next three weeks, US bank share prices fell by 14% and regional banks fared...
It’s hard not to be infected by the brisk back-to-school mood that arrives with autumn. The French have a word for this time of new notebooks, sharpened pencils and squeaky...
"The nature of Monkey was... irrepressible!" The Chinese Economy looks awful. I challenge readers to find anything positive written about it in recent weeks. A few years ago – in...
My bank – a global behemoth with Asian origins – refused to honour my transaction. This was despite multiple attempts, and an agent on the telephone telling me everything was...
In the summer 2023 issue of The Property Chronicle, we discussed the gathering stranded asset storm in commercial real estate, with one factor being the impact of energy...
Recent European valuations data from MSCI for Q2 confirmed that capital values are still falling, but at a slower pace than they were last winter. This raises the question as to...
I enjoy reading good journalism, whether it chimes with my political view or not. Sometimes, however, I wonder whether I am reading something which is deliberately misleading –...
A lousy summer, an unsatisfactory conclusion to The Ashes, for us, wrapped up warm for the first day of the football season, and a job following the quoted real estate sector....
Summary of Yolande Barnes’s contribution to “Where Next for House Prices” (with some additions) at FT Weekend Festival, 2 September 2023. Where will house prices be this time...