The Professor
Russia’s weaponisation of natural gas could backfire by destroying demand for it
In December 2006, The Economist magazine published a cover drawing of Russian president Vladimir Putin, dressed like a 1930s gangster in a dark suit and fedora hat, under the headline 'Don’t Mess...
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The Storyteller
The secret of my success is longevity
I was a lousy student in Lyle Bradley’s 10th grade biology class and he was wildly generous to give me a B-minus, given my ineptitude at frog dissection and tree identification,...
The Historian
Sanctions: a brief history
From Ancient Greece to Vladimir Putin’s Russia. Faced with the imminent possibility of a Russian invasion of Ukraine and what appears to be a deteriorating diplomatic stand-off,...
Investor's Notebook
Private payrolls show surprising strength in January, adding 444,000 jobs
US nonfarm payrolls added 467,000 jobs in January, easily beating expectations. The January data reflects annual benchmark revisions, as well as updates to seasonal adjustments....
Golden Oldie
Negative real interest rates can be bad news for equity valuations
Originally published January 2022. As investment managers, we’re used to being accused of seeing the glass as half-empty rather than half-full. It’s not that we’re inherently...
Golden Oldie
The distorted market for woke capitalism
Originally published October 2021. The founder of modern economics, Adam Smith, was no fan of the merchants of his time. He regarded them as among the most responsible for how...
The Professor
Offices 3.0
We are in the midst of the next evolutionary cycle. Enforced mass home-working caused by the pandemic has viscerally demonstrated that in today’s tech-infused world,...
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