Where's My Cycle?
An update on where I think we are in the business cycle with respect to growth, inflation and markets
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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
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- Mar 3, 2023
- 4 min
Correlation or causation?
Data is too often presented in an unfair, unclear and misleading way
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- Feb 3, 2023
- 7 min
Setting A Bad Example
The effort to improve financial literacy in this country itself needs to be improved
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- Feb 1, 2023
- 5 min
What Makes A Good Investor?
Grey is the new gold! There will be as many opinions about what makes a good investor as there are investors. Here's mine.
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- Jan 27, 2023
- 4 min
Taking The Fear Out Of Maths
Improving maths standards will involve addressing the very real problem of maths anxiety
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- Jan 19, 2023
- 3 min
Auntie! No!
The PM should start with the BBC when it comes to improving maths standards
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- Jan 6, 2023
- 6 min
Do Not Let Your Comfortable Retirement Slip Away
Now is the time for a truly bold asset allocation
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- Dec 16, 2022
- 8 min
Another Victim of Bad Maths?
Criminologist Prof David Wilson writes on Suspected Miscarriage of Justice Case Colin Norris
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- Dec 14, 2022
- 6 min
Doves In Hawk Clothing
When the time comes, will central banks prioritise employment or inflation?
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- Dec 2, 2022
- 8 min
Vanguard Doubles Down
The passive fund behemoth refuses to consider possibility that inflation will remain high
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- Nov 25, 2022
- 5 min
Inflation (Part 47)
Some thoughts on this most important of issues following participation in a Citywire debate
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- Nov 16, 2022
- 3 min
Naughty Auntie
Irresponsible reporting about real wage growth by the BBC encourages public sector workers to strike
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- Nov 4, 2022
- 6 min
Is Vanguard In Denial?
The manager of the huge passive balanced fund range is clearly conflicted
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- Oct 27, 2022
- 5 min
Wealth Managers May Need A Complete Rethink
Persistent high inflation will make a mockery of balanced and risk rated funds
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- Oct 26, 2022
- 7 min
Understanding This Will Make You A Better Person
Bayes' Theorem can be used to make better decisions, whether in the courtroom or the stock market
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- Oct 20, 2022
- 1 min
Citywire: Wealth Managers May Need A Complete Rethink
My latest piece, published in Citywire, takes aim at balanced and risk-rated funds
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- Oct 18, 2022
- 3 min
Risk Rated Funds Are Broken
We are now in an environment in which bonds are riskier than equities, spelling trouble for risk rated funds
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- Oct 12, 2022
- 7 min
Miscarriages of Justice in Killer Caregiver Cases
As another 'angel of death' case gets underway in Manchester, the spotlight is turned once again on use of statistics and investigation obje
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