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Nov 1, 20193 min read

The Indiscriminate Inflow Threat

Michael Burry, the doctor-turned-hedge fund manager who foresaw the bursting of both the tech and subprime bubbles, has just revealed...

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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