How build-to-rent communities are changing the US housing market
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The Professor
The tide of the Covid pandemic is going out – but that doesn’t mean big waves still can’t catch us
In February, Prime Minister Boris Johnson said the public would have to get used to “living with COVID”, and announced the phasing out of all Covid-related restrictions over the...
The Fund Manager
Should you buy Rio Tinto for its 17% dividend yield?
Rio Tinto's shareholders are probably very happy. Thanks to significantly higher prices for its core products of iron ore, aluminium and copper, the company's 2021 dividend comes...
The Professor
Ukraine war: as the conflict at sea intensifies, Russia’s prospects of victory look further off than ever
The Ukraine war is at a strategic turning point. As the Russian offensive intensifies in the Donbas without resulting in any substantial gains, western leaders warn that the war...
The Economist
Bad explanations for inflation
While decomposing inflation into its constituent parts is empirically tricky, its essence is simple. Inflation results from too much money chasing too few goods. Milton...
Political Insider
The war: new survey on how Ukrainians think it should end
Most people refuse to compromise on territory, but willingness to make peace depends on their war experiences. The war in Ukraine shows no signs of ending soon. Ukraine is...
Investor's Notebook
High fossil fuel prices are good for the planet
Here’s how to keep them high while avoiding riots or hurting the poor. In the UK, it now costs more than £100 to fill up a typical family car with petrol, and oil prices...
The Fund Manager
How inflation affects dividend stocks
(and what can you do about it). Inflation is expected to exceed 10% later this year and could stay above 5% through 2023, 2024 and perhaps even longer. And that may be...
Political Insider
China’s Covid crisis and the dilemma facing its leaders
By experts who have monitored it since the Wuhan outbreak. More than two years after a deadly strain of coronavirus was first identified in the central city of Wuhan, China...
The Professor
Inflation
The supermarket business model is too fragile to shield customers from rising food prices. Food prices, like almost everything else, are rising fast. There have recently...