Serious investment thinking that doesn’t take itself too seriously.
A bold prediction, to say the least. If you looked at Europe in the mid-1600s, you would probably think something along the lines of “Wow, these guys are not going to make it.” Even though the region was already seeing economic growth from colonialism and the expansion of global trade, much of it...
The battle that has raged for many years between the proponents of deflation and inflation has faded into irrelevance as it is increasingly clear that we are going to have both,...
Awards are show business, mining a deep human need or peer approval. Formed and shaped for profit by producers. Staged and fronted by directors nurturing sector nabobs. Marketed...
The Final Episode of our Crime Thriller set in the world of property Following the deaths of property tycoon Charles Rudd and his CEO Nick O’Keeffe in a sailing accident in...
After decades of predictions, warnings, wagers, prophecies, and what must be many trillions of dollars expended upon short sales, long puts and written calls, hedges and...
During 2019, the average capital value of prime residential properties across world cities remained flat, averaging an increase of 0.1%. This was down from 2.6% for 2018 and...
Amidst the clamour for local authorities to give planning permission for new homes more easily and more speedily, there is thankfully a mechanism for upholding the quality of new...
Corporate debt markets look vulnerable. Probability of a recession priced into asset classes at end of February Source: JPMorgan, prices at 29 February 2020 February saw concerns...
Unless you are a hermit living in a very remote cave, I’m sure you’re aware of the coronavirus pandemic. And if you have any interest in investing, then you also probably know...
A few weeks ago, plans for a third runway at Heathrow Airport hit the skids when the Court of Appeal ruled the Government’s decision-making process unlawful. For the moment at...