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Peter Elston
Jul 25, 2022
7 min read
Markets
Is Gold Still Gold?
An appraisal of the fundamental reasons for buying gold
Peter Elston
May 31, 2020
4 min read
Macro
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...
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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