Serious investment thinking that doesn’t take itself too seriously.
Whatever the “global economy” happened to look like in “their time”, there have always been nations/City States, determined to expand & become overarching dominant mercantilists/capitalists. And each of the FX’in disruptors of the day, knew THEY COULD ONLY trump if their currency gained...
At the core of the UK’s many economic problems the new government must address is the unaffordability of housing for the bulk of UK workers.
How build-to-rent communities are changing the US housing market
The S&P500 realized volatility is below 10%.
Credit spreads are super tight, and aside from some short-lived European political drama markets keep marching higher. Yet, I think macro volatility is coming back.
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
It is also tempting to look backwards to see what the delivered risk premium has been on real estate over time.
Gold is immutable and permanent. It is exactly as it was when the solar system was formed billions of years ago. It does not change. It doesn’t corrode, it does not tarnish....
Since the time of Noah, demographics has always been a friend of real estate. The English economist Malthus made a name for himself by postulating that while food supplies grow...
Presidential campaign donations are subject to diminishing marginal returns Donations are rightly regarded as an important factor in a presidential election. They’re how...
“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...