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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jun 1, 20084 min read
China Olympics Provides the Perfect Distraction
China means Central Country and it has certainly been living up to its name whether as an economic powerhouse or as host for the...
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Peter Elston
Jun 1, 20084 min read
8 Pearls of Investment Wisdom
The financial world is a confusing place at the best of times. But with the current uncertainty in markets there may be a particular need...
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Peter Elston
Jul 31, 20074 min read
Why There’s No Market Turmoil on Vulcan
It is hard to think of something to say about the recent upheaval in world financial markets that hasn't already been said either this...
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Peter Elston
May 31, 20075 min read
Rule 1: Know Your Investment Target
Watching recent footage on television of punters gathered around computer screens at Shanghai brokerage outlets, poring over charts of...
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Peter Elston
Mar 31, 20074 min read
Any Successor to The Oracle Needs Promethean Vision
It lacks the hype that surrounds the release of a new Harry Potter novel, but as a free source of investment insight, Berkshire...
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Peter Elston
Mar 1, 20074 min read
Core Values that Translate into Huge Returns
Nobody has been able to nail down whether Albert Einstein in fact described compound interest as one of the great - or even greatest -...
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Peter Elston
Feb 1, 20074 min read
It's About the Long Term, Stupid
Bill Miller’s 15-year streak of beating the S&P 500 index is finally over. When the end came it was big. His fund, the US$ 21 billion...
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Peter Elston
Jan 1, 20074 min read
Paying the Price of Overconfidence
Poor decision-making is largely to blame for the dreadful returns realised by US mutual fund investors. That is the conclusion of the...
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Peter Elston
Nov 1, 20065 min read
Theories Can’t Count Cost of Risk
Risk. It's a word thrown around so frequently in the investment world there's risk-adjusted, systematic risk, specific risk, and we all...
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Peter Elston
Sep 30, 20064 min read
Think Before You Invest – Overconfidence is a Killer
In a November 2005 report, James Montier, the maverick global equities strategist for investment bank Dresdner Kleinwort Wasserstein in...
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Peter Elston
Aug 31, 20064 min read
Too Many Eggs in Investment Baskets
Everyone knows that diversification reduces risk. Except, of course, when it doesn't. It took the world some time to notice...
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Peter Elston
Aug 1, 20063 min read
Mutual Funds: Watch out for Flapping Feet
Most of us know of the proverbial swan, sailing seemingly serenely across the surface of a lake, while obscured by the water its legs...
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Where's My Cycle?
An update on where I think we are in the business cycle with respect to growth, inflation and markets
Correlation or causation?
Data is too often presented in an unfair, unclear and misleading way
Dear John
Liontrust's John Husselbee's arguments in support of balanced funds are lame
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