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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Mar 1, 20193 min read
Gold Is Not What You Think It Is
The term “gold bug” has been popularised in recent decades as a reference to ardent fans of gold investment. The almost imperceptible...
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Peter Elston
May 31, 20184 min read
Cryptocurrencies: the Ultimate Bubble
Remember cryptocurrencies? Actually, that is a little unfair as they are still popular and thus still have much further to fall. Bitcoin...
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Peter Elston
Nov 1, 20154 min read
Why Gold is a Poor Investment and Doesn't Always Hold its Value
What role should gold play in a portfolio? Should it be considered an investment, a store of value (money), or as insurance? "Although...
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Peter Elston
Nov 1, 20153 min read
Captain Murphy's Diary
Murphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
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Peter Elston
Sep 30, 20156 min read
Captain Murphy’s Diary
Murphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
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Peter Elston
Aug 1, 20153 min read
Inflation Watch
My core belief about the first interest rate rises here in the UK but also across the pond is that they’ll happen much later than many...
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Peter Elston
May 31, 20154 min read
How Can the Fed Solve the Interest Rate Conundrum?
It is generally agreed that a little inflation (in the order of 2% per annum) is a good thing. Anything higher than this impedes private...
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Peter Elston
May 1, 20154 min read
The Big Picture
Looking back, the biggest events over the last 18 months have been the substantial falls in G7 bond yields and the oil price as well as...
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Peter Elston
Oct 1, 20135 min read
QE: an Addiction that is Proving Impossible to Break?
Austrian-born restaurateur Wolfgang Puck was an unusual but highly entertaining speaker at an investment conference I attended recently....
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Peter Elston
Aug 31, 20112 min read
Why I’m Not Investing in Chinese Banks
As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies,...
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Peter Elston
Nov 1, 20084 min read
Is Cash Really King?
On October 17 Warren Buffett wrote in The New York Times that “equities will almost certainly outperform cash over the next decade,...
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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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