Global | The Property Chronicle

Making office to residential conversions work – a developer’s tale

by Juan Salas Romer | Apr 28, 2025 | The Analyst, zNewsletter

Connecticut-based developer Juan Salas-Romer writes a first hand account of his conversion of a historic office building into apartments. In 2014, I stepped into a building that had stood the test of time: The Palladium. More than just bricks and mortar, it...

Cheap doesn’t always mean value

by José-Luis Pellicer | Apr 14, 2025 | The Fund Manager, Uncategorized, zNewsletter

In a recent LinkedIn discussion, I quoted the classic Howard Marks line: “There’s no asset so good that it can’t be overpriced and become a bad investment, and there are very few assets that are so bad they can’t be under priced and become a good investment It’s a...

Sentiment can be overrated: Trust cannot

by Phillips P. Obrian | Apr 14, 2025 | The Analyst, zNewsletter

Generally I am only a modest believer in the role of sentiment in foreign affairs. Things like pride, hurt feelings, etc can make a difference (more than realists understand, for sure), but their long term impact is usually small. As such, short term emotional...

7 tariff charts and why US must get Greenland

by Moses Sternstein | Apr 14, 2025 | The Analyst, zEditor's pick, zLead Article

In case you missed it, Trump put the screws to China, while giving the rest of the world another 90 days to negotiate. Negotiate what? Unclear, but Random Walk thinks it’s some combination of buying more stuff from the US (or investing in the US); buying less...

One big thing the legacy media gets wrong: Analysis is not “opinion”

by Noah Smith | Apr 7, 2025 | The Analyst, zOtherDiversions

Every year, I write one navel-gazing post about what I do for a living. Past instalments include “Noah Smith’s writing advice”, “How to write a successful Substack”, “How to be an opinion writer”, and “The biggest advantage of op-ed writers”. I expect that the next...

7 tariff charts and why US must get Greenland

One big thing the legacy media gets wrong: Analysis is not “opinion”

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