Serious investment thinking that doesn’t take itself too seriously.
Originally published July 2023. Some listed Propcos are now a "buy" and here's why... It is ironic that the thing the listed property sector seems to need more than anything else right now is a jolly good recession, isn't it? There are several decent property companies out there. Why, then, are...
Though a correction in values is firmly underway for European commercial real estate markets, we believe the worst is yet to come. This also means the best buying opportunities...
Falling property prices and mortgage approvals since last autumn are the start of a sustained correction in the housing market, in our view. An average of the Nationwide and...
Insights into how financial contagion changed how central banks react during a crisis. This year’s Nobel prize in economics, known as the Sveriges Riksbank Prize in Economic...
Once upon a time there was… Well, an Old World which two-thirds of the UK population – those not into their mid-50s – will fail to comprehend and could not possibly want to live...
Time to stop defending the rest of the world. A new year dawns bright, with the US hurtling over the fiscal cliff. The lame duck Congress voted for a pork-packed $1.7tr...
Originally published August 2017. Thanks to a successful 40 year career as a property developer and investor, David Lewis has created significant assets, but is better known...
Originally published October 2022. In what follows, I will do my best to remain as sensitive to the calamitous human toll the war in Ukraine has and continues to take. Do my best...
Originally published November 2022. In his quest to ensure that no pound is left circulating outside of the Treasury’s coffers, Jeremy Hunt is attempting to set out some £60bn in...
Originally published December 2022. It began in 1947 as a refreshing new measure, but has long since become a Ridiculously poor price index; unless, that is, you own what it...