LuckyBlackCat·Oct 11Capitalism & The Housing Crisis, Part 8: Bidding Up The PriceIf we built enough homes, would housing become affordable? Apparently not.
Darwin Gosal·Sep 7The Mooncake That Was Never BakedHow China turned a festival pastry into collateral for something else entirely
thefett·Jul 31My Book and a New BlogIf you’ve followed me for any stretch of time, you know I tend to disappear for a while, build something, and then resurface after changing…
Aldo Grech·Jul 18The $23 Billion Company That Makes NothingThere is a company on the Nasdaq this month worth more than Pirelli. It has around a thousand employees. It has never invented a product…A response icon1A response icon1
Yueru Li·Jun 7Invisible Bubbles：The Markets Nobody Thought to ShortImagine you are an ESG analyst in 2021.
Mark Orton·Jun 3“How Private Equity Gutted Local Malls: Joann Fabrics, Red Lobster, Claire’s, and More.”Senator Warren is right on target about these thieves
Charles Hugh Smith·Apr 27Sex, Money and DemographicsTraditionally, the two taboo subjects are sex and money. Perhaps we should add demographics, as sex and money determine demographics which…A response icon3A response icon3
rsk·Feb 24China’s robot makers without a market, cure for ageing and trading chips for a better futureInsights from the Economist 21st Feb edition
InInvestor’s HandbookbyNoel Johnson·Feb 20The Stability You Feel Right Now Is The Most Dangerous PartWhat seems to be a slowdown is in fact a power shift and you are financing both sides of it.A response icon18A response icon18
