Seaport Entertainment Group is a NYSE-listed play on the revival of New York’s southern tip. I visited the neighbourhood to evaluate the opportunity.
Weekly dispatches
The value of going against groupthink
Last week, I had no access to the Internet (and the world). This period off the grid sparked a whole series of thoughts on how independent thinking can make you thrive.
My European bank stock conundrum (feedback welcome)
“Quo vadis, European bank stocks?” That’s the question I have recently spent a fair amount of time thinking about, and asking some of the smartest people in my network about their view.