Sports Investment has become one of the hottest arenas in Alternative Asset markets. However, there are more opportunities than simply buying teams, leagues or stadiums – the value of content is critical, creating a whole new Asset Class: Digital Wealth - the value of Creator IP. How to monetise it?
When a firm losing $5 bln per annum is valued at $160 bln, what won’t it do to post a profit? OpenAI’s new investors expect much of Sam Altman. But what does the insane and widening income inequality at the core of the repeating US Tech booms say about Peak Free Markets?
The Middle East is Burning. The US economy faces supply chain crisis. The UK’s young workers can't afford to live. Lets argue about how to settle and trade UK Gilts instead. It will look like we’re doing something….
The China Stock market rally comes on the back of hefty stimulus – and leaves many investors wondering if it’s sustainable or whether it’s wise to invest in China at this time. They may be missing the point – the China rally may be part of a wider Asian shift. Plus the end of UK coal.
One month till the US election – how prepared are markets for what comes next? Who will win? In the short-term the election will change little around fractured US politics and the strength of the economy – long term it may hasten the end of America as global hegemon.
The market keeps on rolling upwards, despite it being a month till what might be a make or break moment. Isn’t anyone else worried? Are we doomed to constantly repeat the mistakes of the past? Or should markets just shrug and get on with making money?
With the UK political conference season underway, Alistair Campbell provides the comic relief and explains it all rather well. Sir Patrick Sergeant founded modern financial journalism – he spotted the opportunity and went for it.
Europe is waking up to the reality of conflict, acutely aware of the need to defend itself, to invest and produce weapon systems to deter aggression in what is a vastly changed geopolitical landscape. With the right approach it may even become a driver of growth across the European economy.
30,000 Boeing Workers are on strike, further slowing airline deliveries, backing up supply chains and creating higher costs for passengers. With a potential downgrade to junk, and an emergency capital raise in view – is the Boeing End Game approaching?
3 Months after the election and the UK’s Housing Policy is still a mess. The Government needs to elevate Housing as a top priority status to solve the multiple economic crises ignoring it will create. There are simple effective ways it can do so - but it needs to be bold, brave and radical.
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