Serious investment thinking that doesn’t take itself too seriously.
In previous market meltdowns, and as, once again, global systems, which have delivered prosperity, threaten to unravel, a humorous question asked on London trading floors was “Bottled water and land in New Zealand anyone?” Might this question be again on the lips of investors? The U.S. has started...
In times of financial stress, the market tends to take on a momentum all of its own. We may be in for further shocks, instabilities and dreadful No-See-Ums as investors try to discern what comes next following Trump’s tariffs. Interesting times to come…
Transaction data, hotel bookings, value shoppers, booze hounds, student borrowers . . . we got it all checking in on the Almighty Consumer, tariff uncertain, or nay? transaction...
Sometimes reality bites back at Trump, but not always. During the 2024 campaign, the stock market typically reacted favourably to good polling news for Donald Trump, and it...
Some readers may be familiar with Liu Cixin’s award-winning 2008 science fiction novel The Three-Body Problem or its 2024 Netflix adaptation. Either version provides a fitting...
A real estate developer who builds customized medical offices and life science labs for the world's most powerful Big Pharma/biotech start-ups at a time when AI will transform...
More join the "healthcare is the jobmaker" chorus, but there's more than just 'told you so'. healthcare jobs replaced all the manufacturing jobs (much to the benefit of women and...
Exploring the attempts to build new cities around the globe, warts and all. Building a new city is the loftiest, craziest, and most ambitious real estate project...
Water rights are key to the American West. What are they, how do they work, and where might there be investment opportunities? “I really think this emotional charge that we all...
More thoughts on a great civilization at its peak. “We are amazed, but not amused” — Stevie Wonder The 20th century had a bunch of rising powers that all reached their peaks in...