Serious investment thinking that doesn’t take itself too seriously.
If there’s a truth I’ve learned working on projects across 25 countries last year, people are more alike than they are different.
A quiet shift is gaining momentum in Japan which has the potential to reshape the country’s commercial real estate landscape. After years of slow progress, corporate governance...
A trade deal between the U.S. and China was supposed to be one of the things that would mark a return to normality for the markets and maybe even ignite the next leg of the bull...
There are a few theories, but none of them really satisfies. I recently wrote a post arguing that globalisation didn’t hollow out the American middle class (as many people...
I had a friend from my time living in Sag Harbor who is sadly gone from us now, Anthony “Tony” Brandt, who was married to my equally good friend, Lorraine Dusky. I bring up Tony...
In recent years, the idea of a behaviour gap in investing has become commonplace. Although there are several ways of defining what this actually means, it is most typically used...
I recently read an article in Estates Gazette from Peter Bill titled “unnatural selection is now pervading recruitment” and it drove me up a wall. Only because Peter is right,...
Capitalism works. Especially for those who own capital. It is rather astonishing that some might propose abolishing capitalism instead of simply expanding the ownership base of...
The dollar is often referred to as the global reserve currency. But in reality, ‘reserves’ are only part of the story. When investors talk about reserves, they’re referring to...
A quarterly overview of what publicly-traded real estate companies are saying about technology and innovation in their businesses. Each quarter, some of the largest real estate...