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zEditor’s pick

The Analyst

The secret to growth is… how the US has outperformed the OECD

by Moses Sternstein | Dec 2, 2024

More people, more growth Longtime Random Walk readers know that babymaking and people-growth (and/or the lack thereof) are very important things. It’s pretty simple, really: if you want to grow productivity, then grow the number of productive people you have. Productive people make things, like...

The Fund Manager

Dirty deeds, done cheap – is Germany failing at public works?

by Martin Schwarzburg | Mar 10, 2021

With its resurrection following the Second World War and the unification of East and West, Germany has had a remarkable journey over the past 75 years. In particular its stable...

The Professor

Escape hatches: migration, bitcoin and the ability to get out

by Joakim Book | Mar 1, 2021

For decades, those of us sceptical of our central banks’ monetary experiments have tried to punish them for their excesses – rein them in, have them follow a stated rule, or at...

The Macro View

A nuanced approach to China, part 2

by Ethan Yang | Feb 16, 2021

Recently I wrote part 1 of this article in the hope that with the coming of a new presidential administration we can start to think rationally about dealing with what is a tricky...

The Macro View

A nuanced approach to China, part 1

by Ethan Yang | Feb 9, 2021

US-China relations have an incredibly complicated history that dates back many years to when the United States first interacted with imperial China. There have been some periods...

Head Of Research

The great UBI debate: Universal basic income is no more a destroyer of cities than I am

by Andrew Phipps | Jan 25, 2021

I read with interest the recent piece in the Property Chronicle entitled “Universal Basic Income Decimates Big Cities”. The thought of UBI as a modern-day Godzilla stomping...

Head Of Research

The great UBI debate: Universal basic income decimates big cities

by Kay Van-Petersen | Jan 20, 2021

The research department behind this piece is run by Steen Jacobsen. A million years ago I worked with Steen Jacobsen on the trading floor of a large US investment bank. Steen was...

Investor's Notebook

Confessions of a valuer, chapter 5: My job in ladies’ underwear

by Norman Harker | Dec 17, 2020

In this very special series of exclusive articles for the Property Chronicle, Australian property legend Norman Harker reflects on his extraordinary 50-year life in real estate....

The Analyst

A crypto slugfest

by Bill Blain and Ethan Yang | Nov 24, 2020

Two of our top contributors, Bill Blain and Ethan Yang, argue it out over bitcoin. Is it no more than imaginary money we'd be foolish to trust, or could it be a medium of growing...

The Analyst

‘The future will be better tomorrow’

by Simon Wallace | Nov 16, 2020

Forget the doomsayers: we are on the verge of a golden age. Former US vice-president Dan Quayle once said: “The future will be better tomorrow.” Right now, I’m willing to risk...