The Analyst
Gold: when the price goes up, more of it gets stolen in break-ins – new research
Are criminals rational? In his groundbreaking work of 1968, Gary Becker argued that they are. The American economist, who would go on to win the Nobel prize in economics in 1992, theorised that...
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The Analyst
The war on woke capitalism
Here’s what they get wrong. Ron DeSantis, Florida’s Republican governor and likely future presidential contender, has opened up a new front in his party’s war on “woke...
The Analyst
Defense, discipline and downside mitigation
The core investor’s playbook. Who would want to invest in an opportunity that was more likely to fail than succeed? In most fields of investing, including real estate, the answer...
The Economist
WFH is here to stay
Alongside the Private Rental Sector, there is another segment of British property which can reasonably be considered to fulfil dual residential and commercial roles; where ones...
The Analyst
Class and the City of London
My decade of research shows why elitism is endemic and top firms don’t really care. During the Covid pandemic, as most wages stagnated, workers in the City of London were...
The Fund Manager
Beware risk assets
The data and price action last week reinforce my conviction that Wall Street risk assets are now in a classic Catch-22, heads I win/tails you lose scenario. The strong economic...
The Analyst
Michael Gove has picked the wrong time to strong-arm the builders
Imagine you run a company. There you are, quite literally minding your own business. When suddenly, a man from the Government appears on your doorstep. Your industry is full of...
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