The mythology surrounding home ownership nearly destroyed the economy. In a new position paper we explain how this one big decision affects all the other lifetime benefits families value.
read more Research by Stuart FowlerJohn Paulson’s hedge funds famously made $20b betting on a US house price crash. He told the Sunday Times one chart gave him confidence to make his bet. It was the same data I featured on my blog in September 2006. Here’s why.
read more Commentary by Stuart FowlerThe stated intention of Quantitative Easing was to drive asset prices up, not boost bank lending. Is that a dodgy basis for a bull run?
read more Commentary by Stuart FowlerTo understand the banking crisis, follow the money.
read more Insights by Stuart FowlerIt would seem like stating the obvious, after an orgy of destructive property lending and the creation of trillions of dollars of toxic derivatives, to claim that much global banking activity has served society not a jot.
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