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

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...

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...

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...

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,...

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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