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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Stability. Complacency. Mistake. Repeat.
Central banks were ill prepared for covid but then several decades of disinflation had made them and many others complacent
Peter Elston
Aug 30, 202210 min read
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OK, But What Do The Patterns Actually Mean?
Patterns in financial markets relate to human behaviour, the business cycle, and longer inflation cycles
Peter Elston
Aug 26, 20224 min read
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Edge, Paradox, Bravery and the Stock Market
I have written in the past about the Kelly Betting Criterion, named after the Bell Laboratory researcher John L. Kelly. In short, ‘the...
Peter Elston
Jun 1, 20195 min read
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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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