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


Even The Germans Went Quiet
Perhaps quantitative easing was inflationary after all
Peter Elston
Jul 11, 20225 min read
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The Art of Persuasion
Some thoughts on investment communication
Peter Elston
Jul 6, 20225 min read
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Strong Words, Mate
How credible is the message from central banks that they can and will bring down inflation?
Peter Elston
Jul 5, 20226 min read
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How Not To Date A Hominin
Seeing at close hand that science is not always about the search for truth came as a bit of a surprise
Peter Elston
Jul 4, 20227 min read
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Keeping Schtum
If nobody mentions excessive fiscal spending, did it ever happen?
Peter Elston
Jul 1, 20223 min read
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Existential Crisis
Is the sustainable investing industry sustainable?
Peter Elston
Jun 30, 20224 min read
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Yes, We Are All Individuals!
Crypto, cults and image makeovers
Peter Elston
Jun 29, 20222 min read
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Valuing the Essential Nature of Stuff
There is a remarkably simple test for whether something has intrinsic value
Peter Elston
Jun 22, 20224 min read
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Do Trends Exist?
It's not about cycles and trends, but pattern and randomness
Peter Elston
Jun 21, 20224 min read
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Incredible Iceland!
A taste of what Iceland has to offer geologically
Peter Elston
Jun 19, 20223 min read
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Iceland National Day Celebrations
Yesterday was Iceland National Day and was a lot of good, clean fun Fortuitously I was in Reykjavik on National Day. Here are some pics....
Peter Elston
Jun 18, 20221 min read
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The Ultimate Bearish Scenario?
The combination of central bank weakness and fiscal policy error is a toxic one
Peter Elston
Jun 17, 20223 min read
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Who Benefits From High Inflation?
Be careful what you wish for
Peter Elston
Jun 16, 20222 min read
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Damn It, Janet
US treasury secretary Janet Yellen is losing her credibility
Peter Elston
Jun 13, 20222 min read
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The Next Mis-selling Scandal
Lazy advisers who put clients into bonds should face the music in court
Peter Elston
Jun 12, 20222 min read
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Musical chairs...sort of
On my flight to Reykjavik this morning - it was an early one but at least it actually departed, and on time - I remembered a maths...
Peter Elston
Jun 8, 20222 min read
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May The Two Forces Be With You
A look at the last hundred years of US fiscal and monetary policy
Peter Elston
Jun 6, 20225 min read
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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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