Serious investment thinking that doesn’t take itself too seriously.
Time to buy some discounts to NAV, Blackstone cede 11% and UK planning paralysis What on earth is happening to our planning system? Is it absent without leave? I know it’s a bit of an overstatement to say that everywhere I go someone has a negative story about planners, with notable...
Data is all the buzz around real estate, but how do we categorise it, what data do we need, what are the concerns and why should I care about the content of the local water...
‘In the early morning the shirt factory horn called women from Creggan, the Moor, and the Bog.’ The lyrics of Phil Coulter’s popular song, ‘The Town I Iove so well,’ evoke a time...
On Friday, Uber will aim to raise as much as $9 billion on the New York Stock Exchange in an IPO that could give the ride-hailing company a market valuation of nearly $90...
Summary: Last summer saw 44,740 ‘new builds’ constructed in the UK - a 12% increase to the previous quarter. But, does this indicate a seasonal pattern in the property...
For most investors 2018 was a year to forget and from peak to trough, the FTSE All-Share index lost about 16% of its starting value. For many this was too much to take and...
The Uber IPO is absurdly overvalued on NASDAQ Uber Technologies goes public in the most controversial and global tech IPO since Facebook seven years ago. Uber bulls claim...
The Committee On Climate Change is the panel of experts that is supposed to give impartial advice, based on the very best science, to the politicians. The problem is that they...
How will we cope with the costs of an ageing population? Yesterday, in an article for The Daily Telegraph, David Willetts made the case that this will soon become the issue in...
The shale revolution in the United States has been of huge significance. Not only is that nation meeting its own energy needs but it has started exporting both oil and gas. It is...