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“He’s a supersonic scientist, a guaranteed eternal sanctuary man.” In the headlines this morning: Its officially: “Take a Pop at Banco Santander Day”! Yesterday Banco Santander didn’t make an anticipated call an old Euro 1.5 bln Tier 1 Contingent Capital issue. They’ve cited an “obligation to assess the economics and balance the interests of all investors” – which translates as shareholders first. As I’ve said before this... Read More >

Recent Articles:

“Let them eat iPads…” In the headlines this morning: My comments on poverty in San Francisco went viral y’day. Over 200,000 views on Zerohedge – and over 1000 comments. (Not all of Read More >

In the headlines this morning: It will be a short comment this morning as I play catch up and try to figure out if we should be worried that it’s the Year of the PIG. Sounds great, but I’m supposed to be on a diet…. Reason for catch up is Read More >


Investor's Notebook

Smart people from around the world share their thoughts

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The Macro View

Recent financial news and how it connects across all asset classes

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Fintech, proptech and what it all means

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A sideways look at the world of wine

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The Architect

Some of the profession's best minds

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Residential Investor

Making money from residential property investment

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The Professor

Analysis and opinion from the academic sphere

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Face to Face

In-depth interviews with leading figures in the real estate/investment world.

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The Headhunter

Recruitment and career moves

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The Analyst

Investment themes and trends

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The Historian

A look back at previous cycles, events, characters

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The Economist

Money, rates and prices

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Political Insider

The inside scoop on Washington, Westminster and Whitehall

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The Agent

Reflections on estate agency, today and in past times

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Alternative assets

Investing in tangible assets

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