There’s one commodity that’s down three quarters from its 2011 level, and even more from its 2007 peak. But it …
The World, 50 years from now
A couple of weeks ago, I sat down for a game of Risk, something I haven’t done since university. Risk …
Will rising rates pop the world’s housing bubbles?
Almost 10 years ago, in May 2008, I sold my apartment in London before emigrating to Argentina. That was at …
This is how the wealthy invest
OfWealth has a recommended portfolio allocation for liquid (easily traded), financial investments. As such it excludes physical real estate but …
Warning:These housing bubbles are bigger than 2006
Real estate matters. For most people, their house is their biggest asset. Banks usually lend more money against property than …
The property bubbles that never went away
Even if you don’t own property overseas, any investor in foreign stock markets needs to exercise caution in places with …
The most important asset class in the world (Part II of II)
Part I looked at how Chinese stocks are trading at depressed levels, largely due to the low prices of the …
The most important asset class in the world (Part I of II)
Spend an evening wandering through any large Chinese city and you are likely to be impressed. Giant new skyscrapers, glittering …
Unreal estate bubbles
For some reason people love real estate (property) bubbles. As prices rise everyone deludes themselves into thinking that they are …