Serious investment thinking that doesn’t take itself too seriously.
As we stop having kids, do we still need real estate developers? Regular Thesis Driven readers know that I’m as pro-housing as they come. Home prices and rents in the places with the most economic opportunity—like New York and San Francisco—are a national scandal, and I’m very much in...
Russia’s invasion of Ukraine last year caused oil and gas prices to surge, triggering a cost of living crisis in many countries, including the UK. To pay for support for...
In the UK, legal cases resolving alleged neighbour nuisances are ten-a-penny. Some – about overhanging trees or leylandii hedges that block out the sun – reach the local press....
In December 2022, then-Senator Pat Toomey (R-PA) introduced the Federal Reserve Accountability Act. It is intended to increase accountability, address left-leaning political...
How an obscure US firm profited from triggering the Indian giant’s price plunge. A few weeks ago, Gautam Adani was indisputably India’s richest man. Now his fortune is slipping...
The apartment across the hall from where we’re staying in Minneapolis is undergoing extensive renovation – walls being moved, floors torn up and every day last week the noise...
To the delight of investors across the cryptosphere, the price of bitcoin (BTC) has rallied over 53% since its low of US$15,476 (£12,519) in November. Now trading around...
Ever since Elon Musk took Twitter private for US$44bn (£36bn), the debate around the social media platform has been vitriolic. There has been considerable angst about the...
What now in the house? The lengthy speakership battle in the House of Representatives this month ended with both sides able to declare victory. This is the best outcome for the...
And the UK needs to become a real player This was a disappointing week for the embryonic British space industry when the first ever launch from the UK ended up with a big splash...