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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
How bad will the UK economy get?
There is little consensus currently about how weak the UK economy will get in the next year or two as a result of the prevailing high...
Peter Elston
May 31, 20222 min read
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Gold is No Longer for Fools
As many will know from bitter experience, a crisis often has two stages. The first is the crisis itself, whether a natural disaster that...
Peter Elston
Jun 1, 20204 min read
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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...
Peter Elston
Nov 1, 20193 min read
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Active Management and the Predictability of Markets Redux: Didier Sornette
This is the third in a series of four posts dedicated to the subject of financial market predictability. In this month’s letter, I look...
Peter Elston
Oct 1, 20195 min read
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Are we Entering a Bear Market?
What do the sharp falls in equity markets across the world port end? Were they simply the inevitable result of prices that had gone up...
Peter Elston
Sep 1, 20154 min read
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Active Management and the Predictability of Markets – Didier Sornette
These recent posts on the subject of active management have sought to distil the work of those who have found pattern in asset prices and...
Peter Elston
Apr 1, 20145 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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