Serious investment thinking that doesn’t take itself too seriously.
The world is in turmoil. The war in Ukraine grinds on, with persistent calls for the United States to continue supplying Ukraine’s war effort. China may be poised to invade Taiwan in the coming years and assert its ambitions throughout the South China Sea and elsewhere in East Asia. Israel...
A TV series about a struggling lawyer gives us some clues on what the post-Covid office might look like. The announcement by Twitter that it will no longer oblige...
My World: June 2021... This is part of a series of articles where our contributors describe how they think things will look a year from now. The accelerated switch to e-commerce...
It’s a bit of a bold statement, but before we talk about why, let’s first of all go through what’s in it. The black line is my composite valuation indicator for...
The rise in gold prices to $1750 an ounce, as I write, makes impeccable macroeconomic sense. After all, the Federal Reserve has increased its balance sheet by 65% since March...
The S&P 500 has dropped considerably since the advent of COVID-19 although well off the lows. Although the economy is slowly starting to open up, it seems...
The most significant policy innovation during the 2008-2009 financial crisis was Quantitative Easing (QE); the central bank purchase of financial assets using printed...
The spread of coronavirus has required us all to change our behaviour. One of the most significant shifts as far as property is concerned is the abrupt switch to home working by...
My world: June 2021... This is part of a series of articles where our contributors describe how they think things will look a year from now. I see a friend on the way into the...
The price level for German residential housing has remained so far unchanged since the onset of the coronavirus pandemic, according to German consulting group F+B, whose CEO...