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We study the rise of Vanguard, the index fund management company, as a case study of how customer demand is not always about pain.
The life and times of one of the most skilled tycoons of South East Asia: Robert Kuok. This is the fourth case on the rise of a tycoon in the Asian Conglomerate series.
Every Asian tycoon becomes a tycoon in the exact same way. Learning to see this core pattern is half the battle.
How the Ambanis became the richest family in Asia. This is the third case on the rise of a tycoon, and the last one before we start talking about the core pattern in all of these Asian Tycoon’s lives. Part 6 in the Asian Conglomerate Series.
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I sold my rental property last year, after owning it over 20 years. It’s a lovely property, worth around £1m, right in the heart of London – near the middle of the map below. I used to live in it, I travel past it regularly, I know its neighbourhood well. The Modern Flat has genuinely… Continue reading A stupid decision to sell my rental property →
This is something to watch with less international travel. Here are the daily travel numbers from the TSA. This data is as of April 16, 2025. Click on graph for larger image. Air travel is up about 1.3% YoY.
We study the rise of Vanguard, the index fund management company, as a case study of how customer demand is not always about pain.
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. Housing and Demographics Housing Starts Decreased to 1.324 million Annual Rate in March Watch Inventory and Why Measures of Existing Home Inventory appear Different 3rd Look at Local Housing Markets in March
Moon, Welch, Robinhood, Heterodoxy, Bots, Liquidity, Trade, Google
