Serious investment thinking that doesn’t take itself too seriously.
The Housing Act of ‘80 isn’t something many are likely to be overly familiar with. Yet, throughout the ‘80s, it "acted" to polarise public opinion like few other policies; of which there were many riotously triggering ones. The Act gave "council" tenants the Right to Buy (RTB) their homes at a...
In my previous life as a RE Fund Manager, I was not very interested in meeting other professional investors. But one of the best bits about being proprietor of The Property...
In the past there has been scepticism about climate change. The scientific evidence has put paid to that. It is unequivocal. Now, instead, the scepticism appears to be about...
I was a tad unnerved by the thousands of views and hundreds of responses to my article that “This crazy bull market will crash and die in 2020”. Guess what? The Dow is down 700...
I just read a piece in Urban Land Magazinetitled "ULX: Smart Buildings." Smart in the UK typically means fashionable and expensive. In the US, it's clever or...
At the dawn of the 2020s, China is facing challenges that are perhaps the most serious since the death of Mao Zedong in 1976. Until relatively recently, these were predominantly...
Nato’s birthday celebrations were marred by a row between two of the guests, Presidents Macron and Trump, over both the health of the military alliance and France’s decision to...
Globalisation is under attack in ways which would be scarcely imaginable even just a few years ago. That the President on the USA now proudly brands himself ‘Tariff Man’ is...
Labour’s plans to reduce rail fares by 33% takes from the poor to pay for the travel of the rich while inevitably providing less money for maintenance and upgrades. As usual,...
November was a beautiful month for bulls on the North Sea Brent futures contracts traded on the London IPE and Chicago Merc. After all, Brent crude surged from $58 in late...