Serious investment thinking that doesn’t take itself too seriously.
The general view at the start of 2025 was that whereas the US real estate market was poised for another year of steady growth, China was in the midst of a multiyear depression...
Writing in the aftermath of one of the most contested election in modern US history most of the attention has been spent trying to predict the effects of Donald Trump’s...
It’s not just salads going off during these unprecedented times We are fairly certain that when writing The Walrus and the Carpenter, Lewis Carrol never imagined a time that we...
The virus will cast a far-reaching shadow. As we cross the 18-month mark of the pandemic, we are arguably reaching the point that the descriptor endemic may be a more appropriate...
The Biden administration may yet rue its tax and spend agenda. Writing a year ago, during the uncertain early days of the pandemic, we predicted that the US government would come...
Originally published January 2021. Real estate distress cycles generally offer rich pickings to investors, but that’s unlikely to happen this time – and here’s why. This article...