Serious investment thinking that doesn’t take itself too seriously.
He's a great economist, but he also changed how we talk about the subject. Don’t worry, Paul Krugman is still alive. But he’s retiring as a New York Times columnist, after almost 25 years. He will be greatly missed. (He’s moving to Substack, though, so hopefully he’ll do a lot more...
5 decades of Moore’s Law (which states that computing power doubles every 18 months) means that in the 2020’s we will experience change at a pace that makes the current decade...
It's the time of year when my loyal half dozen readers expect a missive from the far end of the world. Usually a disaster, natural or man made accompanies my travels and this...
A month and a half after Saudi Aramco’s historic IPO on the Tadawul exchange in Riyadh, I conclude a few salient themes from its price action and trading patterns. One, the $2...
Thankfully, I was not in the global markets during the Black Death, the Great Plague and the Spanish flu pandemic but coronavirus cases have now crossed 40,000 infections and...
We move to cities and we live in small groups when we get there. These two trends, urbanisation and smaller households, are contributing to housing shortages in cities across the...
“It promises to join up various portions of the metropolis with what has been described as an ‘inner ring’ represented by the Metropolitan District Railway. New lines will bring...
Philadelphia’s new downtown home for the Barnes Foundation’s stunning collection is a missed architectural opportunity – but worth a visit to check out the paintings. A recent...
Simple comparison in property valuation involves greater complexity than some may assume – and it’s getting harder. Comparison is the lynchpin of all valuations. In...
I have long maintained that films are powerful indications of the social mood and values of a society. Within that context, the comparison between two recent war films is highly...