Serious investment thinking that doesn’t take itself too seriously.
“Good ideas are always crazy until they’re not.” It hurts to admit, but Elon Musk played a blinder during the US election. Just how much more could he deliver to the US economy as part of the Trump administration? Disrupting entrenched US bureaucracies and the military-industrial complex could be...
Price discovery in the private real estate market is always a challenge when there is a sudden change in the market as we have now with COVID-19. As happened during...
There is something slightly soul-crushing about the news that the Government is mulling a new digital sales tax to ‘save the high street’. It isn’t just the prospect of ministers...
From the beginning of this virus, political elites have used the language of war. The invisible enemy would be contained, suppressed, and beaten into submission. Then….it would...
THE IMPACT of the coronavirus crisis on London is becoming clear to see. Yesterday the Evening Standard laid bare the scale of the economic devastation to the British...
Many millions of people have spent the last four months in sadness and depression. It’s hard to watch the world shattered by the bad behavior of governments – and to see too many...
In over 30 years of involvement in US real estate, I have never encountered a dilemma in institutional office investment similar to what we are experiencing today. About half of...
Assuming the U.S. elections still happen in November 2020– how might that affect the U.S. economy and investment returns going forward? While no one can yet predict...
Netflix has added twice as many new subscribers as it expected during lockdown. I am one of them, signing up to watch “The Last Dance”, a documentary based on Michael Jordan’s...
When your ideology states that climate change is the most important thing facing the world and some pesky pandemic has the poor judgement to interrupt The Cause, you need to act...