Serious investment thinking that doesn’t take itself too seriously.
Sectors and stocks that are loved, hated, and everything in-between. Goldman published a hedge fund trend report, and while the signal is low, it’s still a roaring good time. hedge funds are tilting towards healthcare (and away from financials) the most important stocks (or PMs get paid to pick...
(By the time this article is published, Hurricane Ida will have made landfall and the aftermath will be already under assessment. One hopes, as always, that the damage is minimal...
They led to over 75,000 more overcrowded households during the pandemic. Covid-19 has been described as a 'housing disease'. Overcrowded living conditions make it easier for the...
The notion that stakeholders and stockholders battle for control of major business corporations is an oversimplification of a much more complex reality involving managers,...
That quote from a hit by Gwen Guthrie is rather echoing this morning as we look at another aspect of the housing crisis. I point out the song link partly because there was quite...
It was inevitable that lumber prices would eventually return to some state of normalcy. I wrote an article less than 50 days ago noting that futures and cash prices, despite...
Should we be worried? Two big takeover battles in the UK are a sign of the times: supermarket chain Wm Morrisons and respiratory medicines group Vectura are...
It's all still to play for in the upcoming German elections, which will see Angela Merkel bow out after 16 years at the top. Now that the competing political parties are allowed...
Ningbo-Zhousan may not exactly be a household name, but find something in your house made in China and it’s quite likely it was delivered from there. Ningbo-Zhousan, which...
What the humanities will tell us about Covid in years to come. After almost two years – and an extraordinary global hiatus whose impact remains as yet unclear – it is...