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

HOME

LOGIN

ABOUT THE CURIOUS INVESTOR GROUP

SUBSCRIBE

SIGN UP TO THE WEEKLY

PARTNERS

TESTIMONIALS

CONTRIBUTORS

CONTACT US

MAGAZINE ARCHIVE

PRIVACY POLICY

SEARCH

-- 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

Retail revival

Retail revival

A new golden age looms. Retail has been at the epicentre of cyclical and structural change. Prior to Covid 19, the sector was grappling with rapid ecommerce growth and changing consumer habits. The pandemic compounded those challenges, resulting in severe impacts on...
Inflation

Inflation

The supermarket business model is too fragile to shield customers from rising food prices. Food prices, like almost everything else, are rising fast. There have recently been warnings of ‘apocalyptic’ costs and a declaration that the ‘era of...
The tech bubble is bursting

The tech bubble is bursting

The rise of big tech stocks has been more about valuation than profits. Originally published January 2022. Ruffer LLP A bubble in profitless tech and so called ‘meme’ stocks may be bursting in front of our eyes. But, so far, investors still think there is safety to be...