Serious investment thinking that doesn’t take itself too seriously.
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” Markets are watching Commercial Real Estate, nervous the sector may implode and create a repeat of the 2008 repeat financial crisis. Smarter investors see weak property markets as...
… was a famous quote of appreciation attributed to Martin Winterkorn, Volkswagen's former CEO, when closing the door of a KIA sedan at a car exhibition a few years ago. While Mr...
This morning has seen something of a different event, but it has given us an insight into the thoughts of the Bank of England. This is because QuickBooks arranged an 'Ask the...
There’s a faded silver cup on my bookshelf. If you look closely at it, a faded imprint reads 'eSpeed: We Are Markets'. I received it at a securities industry trade show in the...
Europeans and other Western nations have dominated automotive excellence for over a century. Whether it's the satisfying thud of the door closing on a Volkswagen from Wolfsburg...
In a fortnight, after a year as president elect, I will become the new president of the RIBA. It is a job I never thought I would want to do – and for many good reasons. Not ...
(By the time this article is published, Hurricane Ida will have made landfall and the aftermath will be already under assessment. One hopes, as always, that the damage is minimal...
They led to over 75,000 more overcrowded households during the pandemic. Covid-19 has been described as a 'housing disease'. Overcrowded living conditions make it easier for the...
The notion that stakeholders and stockholders battle for control of major business corporations is an oversimplification of a much more complex reality involving managers,...
That quote from a hit by Gwen Guthrie is rather echoing this morning as we look at another aspect of the housing crisis. I point out the song link partly because there was quite...