Market Thinking

making sense of the narrative


Tag: WeWork

When the bigger fool……is you

In our current upside down world of investment, where bonds are bought for capital gain and equities for income, and where an obsession with low volatility has driven a dangerous rush by institutional investors into ‘alternatives’, such as Private Equity, Read more…

(Really) Won’t Work

A few days away meant a bit slow in the update on Won’t Work, but news that Adam Neuman has stepped down as CEO yesterday and that he had extracted over $700m in share sales and loans before the (now Read more…