Serious investment thinking that doesn’t take itself too seriously.
In 1604, the English judge Sir Edward Coke declared that “the house of everyone is to him as his Castle and Fortress.” The intervening years turned the saying to “and Englishman’s home is his castle.” With apologies to the Scots, Irish and Welsh, it is perhaps not surprising that the widespread...
The effects of the COVID-19 pandemic on German real estate began to be quantifiable in April, according to new figures released by property advisor Savills, and based on research...
Assuming the U.S. elections still happen in November 2020– how might that affect the U.S. economy and investment returns going forward? While no one can yet predict...
Once a month we will bring you an interesting chart with a short commentary. Our aim is to illuminate the corners of financial markets. This time really is different - US...
Why understanding the sequence of investment returns is so important For investors, the order in which returns arrive can make the difference between success and failure. Imagine...
Blain's Morning Porridge - June 10 2020: A Wicked Game “It’s strange what desire will make foolish people do..” Where do financial markets go from here? Yesterday headlines were...
Coronavirus was the catalyst for the market turmoil, but it was the pathology of the financial world, and its interaction with the markets – not a prediction of a pandemic –...
It is my experience that, when travelling, the best way to understand a country is to follow in the footsteps of an artist or architect of that country’s...
Michael Levitt is Professor of computer science and structural biology at Stanford Medical School and winner of the 2013 Nobel Prize in chemistry. He has been a close observer of...
The policy response to COVID-19 has been extreme by most past standards. A simple look at the data tells us where we are concerning the past. What caused this response - I will...