Serious investment thinking that doesn’t take itself too seriously.
The Uber IPO is absurdly overvalued on NASDAQ Uber Technologies goes public in the most controversial and global tech IPO since Facebook seven years ago. Uber bulls claim...
It is insane for sophisticated investors to put savings in illiquid, high risk, brick and mortar property in the GCC with volatile rental yields, rules biased in favour of...
While China is up a stellar 30% since New Year’s Day 2019 and the post Bolsonaro rally in Brazil has been a license to print money in the Bovespa, the broader emerging markets...
I had recommended buying the British pound at 1.2700 against the US dollar in successive columns in the past two weeks. Sterling is at 1.3200 as I write, the trade is already...
The epic political dramas of last week (Aunty Theresa’s Brexit plan was rejected by the House of Commons but she managed to survive a no-confidence vote by a narrow margin)...
Merger mania in Wall Street media shares was a profitable theme for me in 2018, particularly since I owned 21st Century Fox shares well before Walt Disney made its epic bid for...