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INVESTMENT BLOG

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

Western Consumer Spending Is Looking Vulnerable

Aug 1, 20223 min read

Western Consumer Spending Is Looking Vulnerable

Consumer sentiment and confidence indicators in the US, Eurozone, and UK point to grim days ahead

Prediction Machines

Jul 27, 20226 min read

Prediction Machines

It's easy to make predictions but making them useful is another thing all together

Damn It, Janet

Jun 13, 20222 min read

Damn It, Janet

US treasury secretary Janet Yellen is losing her credibility

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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