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INVESTMENT BLOG

The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More

Edge, Paradox, Bravery and the Stock Market

May 31, 20195 min read

Statistics and Science

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...

How Investors Often Make Bad Mistakes En Masse

Feb 1, 20184 min read

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...

Paying the Price of Overconfidence

Jan 1, 20074 min read

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...

Where's My Cycle?

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?

Correlation or causation?

Data is too often presented in an unfair, unclear and misleading way

Dear John

Dear John

Liontrust's John Husselbee's arguments in support of balanced funds are lame

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