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Mar 31, 20224 min read

Divine Messages?

I remember with amusement a presentation some years ago by a technical analyst, a so-called chartist.

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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