Peter ElstonDec 1, 20193 min readMarketsThe Liquid Illiquid SolutionThere is little doubt that low interest rates have been causing savers and investors difficulties in recent years. In decades past, not...
Peter ElstonAug 31, 20172 min readMacroThe Case for UK GrowthIn his 1992 Chairman’s Letter, Warren Buffett wrote that the investment approaches ‘value’ and ‘growth’ are “joined at the hip”. In many...
Where's My Cycle?An update on where I think we are in the business cycle with respect to growth, inflation and markets