Serious investment thinking that doesn’t take itself too seriously.

HOME

ABOUT THE CURIOUS INVESTOR GROUP

PARTNERS

TESTIMONIALS

CONTRIBUTORS

MAGAZINE ARCHIVE

-- CATEGORIES --

GREEN CHRONICLE

PODCASTS

THE AGENT

ALTERNATIVE ASSETS

THE ANALYST

THE ARCHITECT

ASTROPHYSIST

THE AUCTIONEER

THE ECONOMIST

EDITORIAL NOTES

FACE TO FACE

THE FARMER

THE FUND MANAGER

THE GUEST ESSAY

THE HEAD HUNTER

HEAD OF RESEARCH

THE HISTORIAN

INVESTORS NOTEBOOK

THE MACRO VIEW

POLITICAL INSIDER

THE PROFESSOR

PROP NOTES

RESIDENTIAL INVESTOR

TECHNOLOGY

UNCORKED

The Macro View

Our man in the desert looks across all asset classes to give his opinion on the market trends and stock picks.

The Macro View

Five times this year the New York Times accidentally told the truth

by Jeffrey A. Tucker | Jan 7, 2021

The paper of record in 2020 shifted dramatically to the most illiberal stance possible on the virus, pushing for full lockdowns, and ignoring or burying any information that might contradict the case for this unprecedented experiment in social and economic control. This article highlights the...

The Macro View

Global Investing

by Matein Khalid | Apr 18, 2018

After a 1000 point midweek Dow rally, the US stock market was slammed again by 567 Dow points on Friday after President Trump announced $100 billion in additional tariffs on...

The Macro View

Wall Street – The rising LIBOR and the global financial markets

by Matein Khalid | Apr 5, 2018

Federal Reserve Chairman Jerome Powell made it clear that his strategy on interest rate hikes will be guided by the real time performance of the US economy, not the estoric...

The Macro View

Macro Ideas – The bullish case for British equities

by Matein Khalid | Mar 29, 2018

Brexit, sterling’s fall from grace, the collapse of the London housing bubble and the fractious politics of Theresa May’s Tory government in Westminster has made UK equities a...

The Macro View

Global Investing

by Matein Khalid | Mar 18, 2018

GCC Focus – Losing and making money in commercial property The sharp rise in US Treasury, British gilt, German Bund and other government bond yields is a disaster for real estate...

The Macro View

Can South Africa’s catastrophic land grab be stopped?

by Marian L. Tupy | Mar 15, 2018

On February 27, the South African National Assembly set in motion a process to amend that country’s Constitution so as to allow for the expropriation of land without...

The Macro View

Currencies, Singapore property and crude oil

by Matein Khalid | Mar 7, 2018

Currencies – What next for the Indian rupee, sterling, yen and the Euro? I reiterate my call last week for a depreciation in the Indian rupee to at least 66 against the US...

The Macro View

Saudi oil and a look at the Southeast Asian financial markets

by Matein Khalid | Mar 3, 2018

Saudi Arabia has been the traditional voice of price moderation and long-term stability in the global oil market, given that it has the world’s highest long life reserves and...

The Macro View

Wall Street carnage and Walt Disney

by Matein Khalid | Feb 14, 2018

I will never forget last week’s stock market carnage. Global equities lost $5.2 trillion in value. The Dow Jones plunged 2000 plus points, with two 1000 point falls, its worst...

The Macro View

The bullish case for Saudi Arabian stock market

by Matein Khalid | Jan 29, 2018

2018 is the year the world financial markets will embrace the unloved, underowned Saudi stock market, whose TASI index is down 42% since mid-2014. Why? One, the kingdom has...