Serious investment thinking that doesn’t take itself too seriously.
Latest foray into 'AI: Bubble or Not?' and it's mostly assuring Cisco the warning parable, a recap Nvidia is actually pretty cheap, when you think about it Capex spending is just getting started (relatively) But intelligent? Seems like a stretch AI is no Cisco The (by now) conventional warning...
UK government debt prices have taken an unnerving journey south in the past few days. The closely watched ten-year bond has now hit a yield of 4.3%, taking it within a fraction...
A little more than a year ago I wrote a piece in this space called “All Housing is Affordable Housing.” The claim was that the essential step toward reducing the housing shortage...
The UK government has tabled the long awaited renter’s reform bill, the first step to change in England’s troubled private rented sector. The bill’s headline reform is to end “no...
This morning, March 19th 2033, UK CPI (Consumer Price Inflation) finally edged below 6% for the first time in more than a decade. City analysts see no immediate reason why The...
Oftentimes, NIMBYs are heralded as the archenemy of housing reform and the primary cause of the housing crisis. This, however, clouds discussion about other serious obstacles on...
If you believe the media hype, a storm awaits America. The US government will have to fight off neo-Nazi religious fanatics, massive climate change, financial armageddon, mass...
The social separation imposed by the pandemic led us to rely on technology to an extent we might never have imagined – from Teams and Zoom to online banking and vaccine status...
When 28-year-old artist Harrison Marshall moved back to London after a spell abroad, he couldn’t find anywhere to live within his price bracket. So in March 2023 he moved into...
Buzzfeed News, once a shining star of digital journalism, has announced it will shut its award-winning news division for good, laying off about 60 journalists in a move...