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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Aug 31, 20163 min read
An Interesting Essay by San Francisco Fed President, John Williams
Having written about secular stagnation and the natural rate of interest in my August letter, it was interesting to see San Francisco Fed...
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Peter Elston
Jul 31, 20163 min read
Secular Stagnation and the Natural Rate of Interest
One of the most interesting features of global financial markets over the last 20 years has been the inexorable decline in long-term real...
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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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