Peter ElstonJul 31, 20203 min readMacroPick Out Persistent ThemesTo invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...
Peter ElstonMay 31, 20204 min readMacroGold is No Longer for FoolsAs many will know from bitter experience, a crisis often has two stages. The first is the crisis itself, whether a natural disaster that...
Peter ElstonAug 31, 20193 min readMarketsEM Investing Still Pays DividendsI feel very fortunate to have had the opportunity to live and work abroad for a number of years. Tokyo, Hong Kong and Singapore were not...
Peter ElstonDec 1, 20153 min readCaptain Murphy’s DiaryMurphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...