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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jul 13, 20224 min read
Stuck
Why should the QE of the last 15 years be causing inflation only now?
460
Peter Elston
Jul 11, 20225 min read
Even The Germans Went Quiet
Perhaps quantitative easing was inflationary after all
570
Peter Elston
Jun 17, 20223 min read
The Ultimate Bearish Scenario?
The combination of central bank weakness and fiscal policy error is a toxic one
730
Peter Elston
Jun 6, 20225 min read
May The Two Forces Be With You
A look at the last hundred years of US fiscal and monetary policy
910
Peter Elston
May 31, 20154 min read
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...
30
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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