The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More

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...

Mar 1, 20193 min read

Remember cryptocurrencies? Actually, that is a little unfair as they are still popular and thus still have much further to fall. Bitcoin...

Jun 1, 20184 min read

What role should gold play in a portfolio? Should it be considered an investment, a store of value (money), or as insurance? "Although...

Nov 1, 20154 min read

On October 17 Warren Buffett wrote in The New York Times that “equities will almost certainly outperform cash over the next decade,...

Nov 1, 20084 min read

An update on where I think we are in the business cycle with respect to growth, inflation and markets

Data is too often presented in an unfair, unclear and misleading way

Liontrust's John Husselbee's arguments in support of balanced funds are lame