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

Feb 1, 20074 min read

It's About the Long Term, Stupid

Bill Miller’s 15-year streak of beating the S&P 500 index is finally over. When the end came it was big. His fund, the US$ 21 billion...

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

INVESTMENT BLOG