Prediction Machines
It's easy to make predictions but making them useful is another thing all together
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jul 13, 20224 min read
Stuck
Why should the QE of the last 15 years be causing inflation only now?
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Peter Elston
Jul 5, 20226 min read
Strong Words, Mate
How credible is the message from central banks that they can and will bring down inflation?
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Peter Elston
Jul 1, 20223 min read
Keeping Schtum
If nobody mentions excessive fiscal spending, did it ever happen?
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Peter Elston
Jun 17, 20223 min read
The Ultimate Bearish Scenario?
The combination of central bank weakness and fiscal policy error is a toxic one
730
Peter Elston
Jun 13, 20222 min read
Damn It, Janet
US treasury secretary Janet Yellen is losing her credibility
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Peter Elston
Jun 6, 20225 min read
May The Two Forces Be With You
A look at the last hundred years of US fiscal and monetary policy
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Peter Elston
Jun 1, 20224 min read
Winter of '69
Winter of '69
I see little sign of such honesty and humility today which is concerning to say the least.
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Peter Elston
Jan 1, 20224 min read
Clear and Present Danger
At the time of writing, global equities are up around 17% in US dollars year to date. Sterling weakness has added a further 3 percentage...
160
Peter Elston
Sep 30, 20213 min read
When the Fun Stops...
How can young people be helped to reach this epiphany sooner?
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Peter Elston
Jan 1, 20213 min read
Lessons From the Chimps
In a recent op-ed, IMF chief economist Gita Gopinath noted that: “For the first time, in 60% of the global economy – including 97% of...
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Peter Elston
Mar 1, 20192 min read
Global Growth
Until the beginning of October last year, equity markets had generally been faring well, while bond and commodity markets reflected firm...
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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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