Serious investment thinking that doesn’t take itself too seriously.
“You’d think you can’t just keep printing money, monetizing debt, and buying bonds, without the dollar imploding. But, maybe you can?” Bond markets reflect facts. Equities are about stories. There is a shift in markets underway – where are rates, inflation and politics taking us? Traders want to...
The Housing Act of ‘80 isn’t something many are likely to be overly familiar with. Yet, throughout the ‘80s, it "acted" to polarise public opinion like few other policies; of...
A recent article by Knight Frank titled "The Secret to a Happy Workforce: Unveiling the Most Valued Office Perks" delves into the enticing world of workplace benefits. From...
One good reason to travel around America is to meet American people, all the more so if you’re one of them yourself. I went out West for ten days and rediscovered what I always...
In the ever-evolving landscape of modern corporate culture, there's a new demographic speaking out: young professionals. In the race to attract the best and brightest, companies...
There are many reasons why one could try to argue that a decent recession is on the way in the US; the economic engine room of the world. I, though, like many others, have been...
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...
It’s all a matter of judgement… It was predictable for those of us with a few grey hairs that the woke agenda would eventually be checked by a good old dose of common sense, but...
My immediate response to the news that Lazard, the boutique investment bank, is to cut 10% of its staff amid a “dealmaking chill,” is that they should cut 10% off the fees they...
The average member of the RICS – the institution that regulates standards, values, and protocols across the profession – must be holding their heads in their hands right now. Has...