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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...

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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