Serious investment thinking that doesn’t take itself too seriously.

HOME

ABOUT THE CURIOUS INVESTOR GROUP

PARTNERS

TESTIMONIALS

CONTRIBUTORS

MAGAZINE ARCHIVE

-- CATEGORIES --

GREEN CHRONICLE

PODCASTS

THE AGENT

ALTERNATIVE ASSETS

THE ANALYST

THE ARCHITECT

ASTROPHYSIST

THE AUCTIONEER

THE ECONOMIST

EDITORIAL NOTES

FACE TO FACE

THE FARMER

THE FUND MANAGER

THE GUEST ESSAY

THE HEAD HUNTER

HEAD OF RESEARCH

THE HISTORIAN

INVESTORS NOTEBOOK

THE MACRO VIEW

POLITICAL INSIDER

THE PROFESSOR

PROP NOTES

RESIDENTIAL INVESTOR

TECHNOLOGY

UNCORKED

zOurWriters1

The Professor

CRE Credit View: The trouble in CRE debt markets is increasing

by Nicole Lux | Sep 4, 2023

Increasing signs of distress while debt funds increase their debt fire power for opportunities. A year after the first increases in interest rates by Central Banks around the world, the CRE debt market is starting to show its distress. FinLoop’s CRE Debt Liquidity Barometer for August shows 20%...

The Economist

What lies ahead for the US dollar?

by Savvas Savouri | Jan 10, 2023

Whether we consider the dollar’s level against a trade-weighted basket of other currencies or against a basket of commodities, its strength is arguably 'the market story' of...

The Fund Manager

Letter from Paris: Cannes unmasks the property market mood

by Andy Watson | Dec 13, 2022

Two once-in-a-generation disruptors joined forces this year. Black swan events are defined as ‘random, unexpected, but high-impact events’. Over the past 12 months, the property...

The Economist

The US Federal Reserve changes tack in response to lower house prices

by Shaun Richards | Dec 5, 2022

Today’s title is a little tongue in cheek, but there is also quite a lot of truth in it. The chair of the US Federal Reserve has had particular influence over foreign interest...

Investor's Notebook

‘A reappraisal is long overdue’

by Jennifer Margulis and Joe Wang | Nov 29, 2022

Mainstream scientists, doctors, parents speak out about harms of Covid-19 vaccines. Just one day after she got a Covid-19 booster shot, Regan Lewis, a 20-year-old nursing...

The Professor

Entering the brave (not so) new world

by Alex Moss | Nov 22, 2022

So…It has finally happened. A mere decade later than initially expected, the real estate industry is coming to terms with the inevitable end of quantitative easing, ie, 'normal'...

The Economist

How to secure our energy future

by Savvas Savouri | Nov 7, 2022

And it's not the greener firms that will save us. To be an economist one cannot also be a diplomat, in as much as to be truly economically objective, one risks making statements...

The Professor

China’s ‘stop-paying-the-loans’ phenomenon: the legal problems

by Ruiping Ye | Oct 31, 2022

On 30 June 2022, purchasers of Hengda Longting apartments in Jingdezhen City, Jiangxi Province, issued a public notification of intending to stop paying home...

The Economist

On-site versus online retail

by Savvas Savouri | Sep 26, 2022

Battle lines redrawn for our consumer good. By the time coronavirus so abruptly and harmfully struck, those businesses plying their consumer goods trade from premises on high...

The Fund Manager

Letter from Paris: the return – in style – of Roland Garros

by Andy Watson | Sep 20, 2022

Our writer reports from court side. Like many in Paris, I relished last week’s return of two of the most anticipated shows on earth: Top Gun: Maverick and Roland-Garros. Both...