Macro Daily
How we’ll know if Trump is going to sell America out to China
Keep an eye on the export controls. They are the key. Trump isn’t even President yet, and already some people are starting to realize that they didn’t get quite what they hoped they were voting for....
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Investor's Notebook
Only Content: The changing face of music
Something’s happened in the world of music; it is now almost impossible for new artists to build visual recognition and their brands. The reason is simple: TikTok, and its...
Investor's Notebook
Unpicking returns from Farmland
Among the complaints raised by British farmers parking their tractors in Whitehall to protest at the Chancellor’s plan to reduce APR (Agricultural Property Relief, the 100%...
Head Of Research
The problem with UK REITs
Trying to understand the state of the UK listed commercial real estate investment market seems to get more complicated by the day. The most recent boom in UK commercial property...
The Analyst
Time to end zoning across the USA
An old doctrine of municipal control, embedded in a 100-year-old court case out of Ohio (Euclid v Ambler Realty) established separation of uses. That was perfectly fine in an era...
Macro Daily
How we’ll know if Trump is going to sell America out to China
Keep an eye on the export controls. They are the key. Trump isn’t even President yet, and already some people are starting to realize that they didn’t get quite what they hoped...
The Storyteller
When Bob Dylan practiced downstairs from my loft
You could say I've lived an interesting life, and come to think of it, I have. I wrote this story for the Village Voice back in 2016, when Dylan was awarded the Nobel Prize in...
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