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INVESTMENT BLOG

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

Doves In Hawk Clothing

Dec 14, 20226 min read

Doves In Hawk Clothing

When the time comes, will central banks prioritise employment or inflation?

Schrödinger's Thermostat

Aug 12, 20223 min read

Schrödinger's Thermostat

Can the latest US jobs and inflation data suggest that the economy is heating up and cooling down at the same time?

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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