Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
It is ironic that a firm once known as a blueblood investment banking heir of the fabled House of Morgan saw its I-bank revenues fall 5% in Q2 to only $1.6 billion. While trading benefited from the... Morgan Stanley has evolved into one of the world's preeminent wealth management franchises and...
Every generation deserves its own thing. Tokenization is theirs. In the summer of 1991, within just six weeks, the following albums were released: Aug 12 - Metallica - Black...
What if, the companies which had gained the most in the stock market in recent months and years had a positive impact on property prices and rents in the areas in which they operate?
How the market for CRE data is evolving, and who the winners may be. Real estate investing has quietly undergone a massive shift in recent years as the production and...
In recent years, the idea of a behaviour gap in investing has become commonplace. Although there are several ways of defining what this actually means, it is most typically used...
Capitalism works. Especially for those who own capital. It is rather astonishing that some might propose abolishing capitalism instead of simply expanding the ownership base of...
In two days, I’ll drive from South Dakota to Omaha to attend the annual shareholder meeting of Warren Buffett. A great time to pass some investment wisdom from The Oracle of...
When the topic of an afternoon drinks in Mayfair after a rather splendid Christmas buffet with an investment bank was (the failure of) the audit of real estate companies, you know there is a big problem.
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...
In previous market meltdowns, and as, once again, global systems, which have delivered prosperity, threaten to unravel, a humorous question asked on London trading floors was...