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INVESTMENT BLOG

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

An Interesting Essay by San Francisco Fed President, John Williams

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...

Secular Stagnation and the Natural Rate of Interest

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...

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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