Serious investment thinking that doesn’t take itself too seriously.
There's a far more plausible explanation, and if anything, AI will be a job-creator. “AI is taking white collar jobs” is a thing people are saying, but they’re very probably wrong. The claim focuses on the increasingly difficult hiring market for entry-level white-collar workers, recent college...
“The only constant is change, everything else is a variable” Heraclitus, 535 BC. The mantra above is one of my favourite quotes which I have referenced throughout my real estate...
It really doesn't get much better than this, folks. Last July, I wrote a post called “If this is a bad economy, please tell me what a good economy would look like”. At...
Random Walk stumbles into a culture war, but only for a moment. The New York Times spreads hateful dismisinformation about esteemed Private Capital manager, Jared Kushner...
There's no perfect way to measure real estate returns. Here are the pros and cons of each metric. We at Thesis Driven write a lot about innovative real estate models and...
CRE hitting bottom? a good time to travel some office landlords are doing pretty great love that used home smell resi markets with a bit of softness Is commercial real estate...
Whilst working in “The City” has provided me with a great many things, there is one that I most cherish; it introduced me to colleagues, who quickly became friends; and remained...
The silent gold rush that could reshape the world economy. For the first time in history, gold went above £2,000/oz yesterday. This is a huge landmark in the decline of...
The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on. The Chinese economy keeps imploding from...
The best thing about entrepreneurship is you’ve got no boss. The worst thing about entrepreneurship is you’ve got no boss. Boss is a terrible word. Mentor is a better word, but...