How bad will the UK economy get?
There is little consensus currently about how weak the UK economy will get in the next year or two as a result of the prevailing high...
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
May 31, 20204 min read
Gold is No Longer for Fools
As many will know from bitter experience, a crisis often has two stages. The first is the crisis itself, whether a natural disaster that...
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Peter Elston
Nov 1, 20193 min read
The Indiscriminate Inflow Threat
Michael Burry, the doctor-turned-hedge fund manager who foresaw the bursting of both the tech and subprime bubbles, has just revealed...
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Peter Elston
Sep 30, 20195 min read
Active Management and the Predictability of Markets Redux: Didier Sornette
This is the third in a series of four posts dedicated to the subject of financial market predictability. In this month’s letter, I look...
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Peter Elston
Sep 1, 20154 min read
Are we Entering a Bear Market?
What do the sharp falls in equity markets across the world port end? Were they simply the inevitable result of prices that had gone up...
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Peter Elston
Mar 31, 20145 min read
Active Management and the Predictability of Markets – Didier Sornette
These recent posts on the subject of active management have sought to distil the work of those who have found pattern in asset prices and...
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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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