Serious investment thinking that doesn’t take itself too seriously.
When you look at the body camera video of Nashville cops, guns drawn, dashing into the school, throwing doors open, shouting, “Shots fired, shots fired, move!” and a line of cops moving swiftly down the hall and up the stairs and shooting the attacker, you see men doing as they were trained to do,...
With the PSOE coming out on top, Spanish prospects are only looking up Pedro Sanchez’ gamble to call a snap election has paid off. His PSOE (the Spanish Socialist Workers’ Party)...
Populism is in the ascendancy in today’s political environment. Loosely defined as any ideology that separates ‘the people’ from a ‘corrupt elite’, populism has existed in...
One of the many problems with John McDonnell is that he doesn’t understand how markets work. His latest outlandish claim is that Jeremy Corbyn becoming Prime Minister will...
Homeownership in the U.S. is still being held back by two key demographic and lifestyle trends. The millennial generation has delayed marrying and delayed starting families, both...
Fifty years ago today, Neil Armstrong, Edwin “Buzz” Aldrin and Michael Collins took off from Cape Canaveral in a Saturn V rocket as tall as a football pitch is long. Five days...
Figure 1 shows the CBRE ‘real time’ G7 economy tracker, made up of the best and most timely monthly economic data. The main developed economies (U.S.A., Canada, Japan, Germany,...
New research shows that lending at the end of a cycle always leads to disaster. The industry just can't seem to help itself The CRE property lending industry seems to be...
How forging a new path in the property market can reap big rewards I have several guidelines to which I have mostly adhered when investing. Amongst others, this includes...
Unless there’s an extraordinary upset in the Tory leadership election, Boris Johnson will become Prime Minister next week. What kind of government are we going to get?...