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Peter Elston
Mar 1, 2019
4 min read
Investing
Making the Most of an Investment Edge
Whether in skill games like Poker or luck games like Blackjack, repeatable success requires tilting the odds in your favour, then betting...
Peter Elston
Nov 1, 2006
5 min read
Theories Can’t Count Cost of Risk
Risk. It's a word thrown around so frequently in the investment world there's risk-adjusted, systematic risk, specific risk, and we all...
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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