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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
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Peter Elston
Jun 30, 20193 min read
A Confusing Time for Economists
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The very rapid...
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Peter Elston
Dec 1, 20184 min read
Krippner Revisited
In January 2016, I wrote about some interesting but little-heard-of research by Dr Leo Krippner at the Reserve Bank of New Zealand on the...
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Peter Elston
Aug 1, 20152 min read
Captain Murphy’s Diary
Murphy’s Law says that what can wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
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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
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Correlation or causation?
Data is too often presented in an unfair, unclear and misleading way
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Dear John
Liontrust's John Husselbee's arguments in support of balanced funds are lame
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