Serious investment thinking that doesn’t take itself too seriously.
UBS’s acquisition of Credit Suisse was consummated just over a year ago; it has been touted as the transaction of the decade, if not the century, and for obvious reason; for CHF3 billion
A plan to get houses built and please the public Britain needs more homes. This is such a commonplace that I have doubtless started articles with that four-word sentence before....
The average resident of Oxford or Cambridge probably doesn’t fancy themselves as having much in common with Peter Hitchens, the great Jeremiah of British reaction. But this week...
As the dominant superpower since the end of World War II, the United States has played a core role in crafting the geopolitical status quo in Asia. US state-building operations...
Where the Fed’s digital currency proposal goes wrong. The Fed’s long-awaited report on central bank digital currencies is finally out. Although the report makes it...
Marketers, manufacturers and even the media have been keeping tabs on all things related to logistics like never before. Coverage of supply chain matters practically doubled...
And we may see falls, says this writer. One of the features of the modern era is the way that central banks have come to regard house prices as one of their main agents of...
On Tuesday, February 1, 2022, the United States national debt surpassed $30tr for the first time. It’s the latest in a series of recent fiscal and monetary benchmarks received...
The passing last year of investment great David Swensen was very sad news. We are fortunate that he was a generous sharer of his insight. But we need to be careful to focus on...
From Ancient Greece to Vladimir Putin’s Russia. Faced with the imminent possibility of a Russian invasion of Ukraine and what appears to be a deteriorating diplomatic stand-off,...