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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
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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Making the Most of an Investment Edge
Whether in skill games like Poker or luck games like Blackjack, repeatable success requires tilting the odds in your favour, then betting...
Peter Elston
Mar 1, 20194 min read
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What Poker, Blackjack and Coin Toss can Teach you About Investing
Whether in skill games like poker or luck games like blackjack, repeatable success requires tilting the odds in your favour, then betting...
Peter Elston
Mar 1, 20194 min read
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Gaining an Edge from Gambling
I never gamble. Not because I think it is a stupid thing to do - though it certainly can be - I just don’t have the time or inclination....
Peter Elston
Jul 1, 20183 min read
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For Better Investment Results, Concentrate
As the Financial Times’ John Authers rightly points out, “active share” – the portion of a fund that differs from its benchmark – should...
Peter Elston
Jun 1, 20144 min read
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Skilled Managers do Exist
John Authers asserts (“Quest for test of investment skill persists”, January 11) that nobody can tell which “investors are more skilled...
Peter Elston
Jan 1, 20134 min read
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Making the Most of an Investment Edge
Whether in skill games like Poker or luck games like Blackjack, repeatable success requires tilting the odds in your favour, then betting...
Peter Elston
Feb 1, 20114 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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