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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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How Investors Often Make Bad Mistakes En Masse
Having now written two series of articles exclusively for Trustnet on the subjects of ‘investment risk’ and ‘value investing’, I now turn...
Peter Elston
Feb 1, 20184 min read
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Paying the Price of Overconfidence
Poor decision-making is largely to blame for the dreadful returns realised by US mutual fund investors. That is the conclusion of the...
Peter Elston
Jan 1, 20074 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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