San Francisco is a global symbol for “progressive” policies leading to an urban hellscape. Is now the time for contrarians to dip in?
San Francisco real estate – a proxy for the death of woke?
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Weekly dispatches
Month: July 2024
Ukraine reconstruction – which stocks will benefit?
Ukrainian President Zelensky seems open to direct peace talks with Russia. Which stocks could benefit from a potential reconstruction boom?
Helios Underwriting – down the rabbit hole of Lloyd’s of London’s insurance market
Little-known Helios Underwriting is a clever back-door entry to the lucrative Lloyd’s insurance market.
Falkland Islands – the next big thing?
The remote Falkland Islands are about to give the go-ahead for oil production. Two London-listed companies will benefit mightily.
