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Nov 1, 20183 min read

Are you in Denial?

I occasionally like to ask people if they are in denial about something or other. If they say ‘no’, I smile. Then, when they see the...

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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