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The Economist

The US$ vs Treasury yields: one of them is about to give

The US$ vs Treasury yields: one of them is about to give

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 market. Even though we got one last week (who knows what’s actually a part of the deal, but it’s not likely to be a game...

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LATEST ARTICLES

The Analyst

Thoughts on Sinofuturism

Thoughts on Sinofuturism

What does it mean for China to be "the future"? And what does that future look like?  Most discussions that I see about China these days are about U.S.-China...

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The Analyst

When genius failed….again

When genius failed….again

For the second time in five years, a scam involving sexing up a boring, centuries old financing business blew up in the faces of some of the world’s largest banks. You know the...

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The Fund Manager

Warren Buffett’s Top 10 Lessons

Warren Buffett’s Top 10 Lessons

In two days, I’ll drive from South Dakota to Omaha to attend the annual shareholder meeting of Warren Buffett. A great time to pass some investment wisdom from The Oracle of...

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The Analyst

The fate of federal buildings

The fate of federal buildings

As the government's office portfolio faces dramatic cuts, what opportunities and challenges lie ahead? The Washington news cycle moves quickly, with major updates emerging almost...

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