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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Stuck
Why should the QE of the last 15 years be causing inflation only now?
Peter Elston
Jul 13, 20224 min read
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Even The Germans Went Quiet
Perhaps quantitative easing was inflationary after all
Peter Elston
Jul 11, 20225 min read
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The Ultimate Bearish Scenario?
The combination of central bank weakness and fiscal policy error is a toxic one
Peter Elston
Jun 17, 20223 min read
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May The Two Forces Be With You
A look at the last hundred years of US fiscal and monetary policy
Peter Elston
Jun 6, 20225 min read
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How Can the Fed Solve the Interest Rate Conundrum?
It is generally agreed that a little inflation (in the order of 2% per annum) is a good thing. Anything higher than this impedes private...
Peter Elston
Jun 1, 20154 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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