Serious investment thinking that doesn’t take itself too seriously.
Bloomberg company news continually tells me that real estate shares are hitting a 52-week high. You’d have thought that was good news, and in a way, it is. But it rather masks the fact that the FTSE 100 and the FTSE All Share Index have also not just hit their 52-week high, but also their all-time...
It has been one of the few good weeks for ‘man’ (occupied offices and physical retail) versus ‘machine’ (logistics), with Landsec and British Land both up 20% but declines for...
In a development that will be viewed with alarm by all property investors, Germany’s politicians and government authorities are looking at whether the purchase of residential...
Forget the doomsayers: we are on the verge of a golden age. Former US vice-president Dan Quayle once said: “The future will be better tomorrow.” Right now, I’m willing to risk...
As the pandemic disrupted life around the globe, nearly everyone’s routine changed, including the way we communicate with one another and how we send and receive data. With an...
“I’d rather be dumb and antifragile than extremely smart and fragile” – Nassim Taleb, in Antifragile: Things That Gain from Disorder (2012), p4 Looking beyond covid-19 (see our...
The statement has become almost cliché by this point, but when looking more closely at the indices that are commonly referred to as ‘the stock market’, one finds a more nuanced...
According to NPR, Ant Group, a massive Chinese financial technology company, was suddenly halted from listing on the Shanghai Stock Exchange just days before its IPO date. NPR...
On the ghoulishly appropriate date of 31 October – Halloween – Boris Johnson announced new lockdown measures. “These measures above all will be time-limited,” the prime...
The broad-based REIT indexes were relatively flat last week, which was in tandem with the broader based indices.But the biggest talking point has been the two recent...