The Global Real Estate Market

India’s rich flock to Mumbai’s new billionaires’ row
https://www.ft.com/content/db4a1864-82b8-4607-aaf8-309b604063e5
 
Abu Dhabi vs Doha: the battle to lure residents beyond Dubai
https://www.ft.com/content/0e2c7fd0-0cca-434a-99aa-7e74dbb85339   

A rent freeze is not the answer to New York’s housing crisis
https://www.ft.com/content/50ca59a9-4618-45b8-b96a-d46d983312f3
If he is elected mayor, Zohran Mamdani should concentrate on expanding supply.

Tariffs and the Housing Market

New Tariffs Could Worsen America’s Housing Crisis
https://www.nytimes.com/2025/10/02/business/tariffs-lumber-furniture-housing-crisis.html
President Trump’s tariffs on timber, wood, furniture and kitchen cabinets could raise the cost of building and buying a home.

Alternatives to the 60/40 Portfolio

The eccentric investment strategy that beats the rest
https://www.economist.com/finance-and-economics/2025/10/01/the-eccentric-investment-strategy-that-beats-the-rest
Introducing the 25/25/25/25 portfolio. 

UK's Fiscal Mess

The fiscal black hole nobody dares talk about
https://www.telegraph.co.uk/business/2025/10/02/the-fiscal-black-hole-nobody-dares-talk-about/
 
Labour’s civil war is pushing Britain towards a bond crisis
https://www.telegraph.co.uk/business/2025/09/30/labours-civil-war-is-pushing-britain-towards-a-bond-crisis/ 

'Castle in the Air'

The crypto bros at risk of losing everything
https://www.telegraph.co.uk/business/2025/10/01/the-crypto-bros-at-risk-of-losing-everything/
Investors are getting swept up by a ‘castle in the air’ that threatens to come crashing down. 

Mexico's Economic Challenges

Going back to the 1970s won’t save Mexico
https://www.ft.com/content/2f9deac2-b688-49c3-a5c3-b3ec4fc99232
Embracing protectionism to prevent Chinese dumping and appease Trump will fail — just like import substitution did. 

Mexico Must End Cash Dependence
https://www.project-syndicate.org/commentary/mexico-reliance-on-cash-threatens-fiscal-stability-by-guillermo-ortiz-2025-10
Mexico’s cash-heavy economy leaves it vulnerable to tax evasion, corruption, and money laundering. By emulating successful electronic-payment platforms in emerging markets like Brazil and India, policymakers could foster financial inclusion, boost government revenues, and stabilize public finances. 

MAGA and the Progressives

Has Donald Trump become woke?
https://www.newstatesman.com/international-politics/2025/09/has-donald-trump-become-woke
The tactics and techniques of yesterday’s progressives have been turned against them. 

Incompetence Isn’t an Upgrade Over D.E.I.
https://www.nytimes.com/2025/10/02/opinion/pete-hegseth-speech-dei.html
The Trump administration is a mockery of the idea of meritocracy.