Serious investment thinking that doesn’t take itself too seriously.
Since the start of 2024, numerous well-known restaurant chains have announced sizable closures and incrementally more drastic restructuring efforts. TGI Fridays has closed numerous locations across the US and sold eight corporate-owned locations to strengthen their franchise model and close...
It was inevitable that lumber prices would eventually return to some state of normalcy. I wrote an article less than 50 days ago noting that futures and cash prices, despite...
Should we be worried? Two big takeover battles in the UK are a sign of the times: supermarket chain Wm Morrisons and respiratory medicines group Vectura are...
It's all still to play for in the upcoming German elections, which will see Angela Merkel bow out after 16 years at the top. Now that the competing political parties are allowed...
Ningbo-Zhousan may not exactly be a household name, but find something in your house made in China and it’s quite likely it was delivered from there. Ningbo-Zhousan, which...
What the humanities will tell us about Covid in years to come. After almost two years – and an extraordinary global hiatus whose impact remains as yet unclear – it is...
Fifty years ago, on 15 August 1971, President Richard Nixon announced that the US government would cease honouring its pledge to pay gold to redeem the dollars held by foreign...
What will inflation be for 2021? Forecasts of inflation on the order of 3% or a bit more are common. They are low. There are various measures of inflation, all with advantages...
Recovery will take more than street parties and more bins. For politicians and pundits, the death of the British high street has long been a refrain. The pandemic has...
Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System, has said that the current uptick in inflation is temporary and he expects inflation to...