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Dec 1, 20204 min read

Of Probability and Presidents

Cricket often produces riveting five-day games, but in early November the US delivered its own epic struggle. I refer of course to the...

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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