Serious investment thinking that doesn’t take itself too seriously.
Our man in the desert looks across all asset classes to give his opinion on the market trends and stock picks.
We live in a world of virtual reality: virtual conversations, virtual relationships, virtual work, and virtual leisure. Artificial intelligence is on a mission to replace us all with avatars: bright, shiny versions of ourselves. Central banks have been busy creating a virtual financial world,...
Originally published July 2021. “Let China Sleep. When she awakes, she will shake the world…” This Morning: The media is full of China noise – does the rising tension mean it may...
Originally published October 2021. The returns are still valid. Looking at the global investment landscape today, there is a gaping hole where dependable fixed interest assets...
Originally published September 2021. Building a commitment to egalitarianism on our genetic uniformity is building a house on sand.– Paige Harden Paige Harden is a University of...
Originally published October 2021. It shows just how hard it will be to reach net zero. As the world prepares to discuss more aggressive cuts to carbon emissions at the...
Kicking good sense out of touch. For most of us, the pursuit of profit has been the primary driver of our businesses. Recently, a new constituent has emerged in the form of...
Everyone is talking about inflation. And rightly so. The consumer price index (CPI) grew by 5.4% from June 2020 to June 2021. That is a far cry from double-digit inflation....
Monetary policy isn’t about interest rates. It’s about money. Specifically, it’s about the supply of money relative to the demand to hold it. But you wouldn’t know that from...
Who’s right about the best way to reduce child poverty? Reading through the recent intellectual proxy fight between NYT columnist Nicholas Kristof and Fox News panelist John...
In the wake of the interview of Prince Harry and Meghan Markle with Oprah Winfrey, numerous pundits questioned the relevance of having monarchs serve in a ceremonial function of...