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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jul 11, 20225 min read
Even The Germans Went Quiet
Perhaps quantitative easing was inflationary after all
570
Peter Elston
Jul 5, 20226 min read
Strong Words, Mate
How credible is the message from central banks that they can and will bring down inflation?
480
Peter Elston
Jul 4, 20227 min read
How Not To Date A Hominin
Seeing at close hand that science is not always about the search for truth came as a bit of a surprise
540
Peter Elston
Jul 1, 20223 min read
Keeping Schtum
If nobody mentions excessive fiscal spending, did it ever happen?
440
Peter Elston
Jun 30, 20224 min read
Existential Crisis
Is the sustainable investing industry sustainable?
450
Peter Elston
Jun 22, 20224 min read
Valuing the Essential Nature of Stuff
There is a remarkably simple test for whether something has intrinsic value
790
Peter Elston
Jun 21, 20224 min read
Do Trends Exist?
It's not about cycles and trends, but pattern and randomness
1040
Peter Elston
Jun 19, 20223 min read
Incredible Iceland!
A taste of what Iceland has to offer geologically
680
Peter Elston
Jun 18, 20221 min read
Iceland National Day Celebrations
Yesterday was Iceland National Day and was a lot of good, clean fun Fortuitously I was in Reykjavik on National Day. Here are some pics....
580
Peter Elston
Jun 17, 20223 min read
The Ultimate Bearish Scenario?
The combination of central bank weakness and fiscal policy error is a toxic one
730
Peter Elston
Jun 13, 20222 min read
Damn It, Janet
US treasury secretary Janet Yellen is losing her credibility
600
Peter Elston
Jun 12, 20222 min read
The Next Mis-selling Scandal
Lazy advisers who put clients into bonds should face the music in court
1470
Peter Elston
Jun 8, 20222 min read
Musical chairs...sort of
On my flight to Reykjavik this morning - it was an early one but at least it actually departed, and on time - I remembered a maths...
7710
Peter Elston
Jun 6, 20225 min read
May The Two Forces Be With You
A look at the last hundred years of US fiscal and monetary policy
910
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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