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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jul 13, 20224 min read
Stuck
Why should the QE of the last 15 years be causing inflation only now?
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Peter Elston
Jul 11, 20225 min read
Even The Germans Went Quiet
Perhaps quantitative easing was inflationary after all
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Peter Elston
May 31, 20204 min read
Gold is No Longer for Fools
As many will know from bitter experience, a crisis often has two stages. The first is the crisis itself, whether a natural disaster that...
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Peter Elston
Apr 30, 20193 min read
This Time it is Different, Again
A lot of attention in the media recently has been devoted to the inversion of the yield curve in the US in late March. There is one main...
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Peter Elston
Dec 1, 20184 min read
Krippner Revisited
In January 2016, I wrote about some interesting but little-heard-of research by Dr Leo Krippner at the Reserve Bank of New Zealand on the...
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Peter Elston
Mar 1, 20161 min read
Inflation Watch
Perhaps the most important number coming out of the developed world was Europe’s February inflation turning negative. This prompted...
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Peter Elston
Feb 1, 20162 min read
Inflation Watch
There are very tentative signs of improvement in inflation numbers around the world (improvement could mean it either rising if it is too...
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Peter Elston
Nov 1, 20152 min read
A Goldilocks Environment for Equities
We may yet be proved wrong but it is starting to look as if our call that we were not heading into a more pronounced period of equity...
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Peter Elston
Sep 30, 20156 min read
Captain Murphy’s Diary
Murphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
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Peter Elston
Aug 31, 20153 min read
Inflation Watch
The 10 year US Treasury yield has fallen from 2.5% on 27 June to 2.1% currently (as at 25.08.2015), a very substantial change. Normally,...
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Peter Elston
Aug 1, 20152 min read
Captain Murphy’s Diary
Murphy’s Law says that what can wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...
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Peter Elston
Oct 1, 20135 min read
QE: an Addiction that is Proving Impossible to Break?
Austrian-born restaurateur Wolfgang Puck was an unusual but highly entertaining speaker at an investment conference I attended recently....
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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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