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Aug 1, 20223 min read

Western Consumer Spending Is Looking Vulnerable

Consumer sentiment and confidence indicators in the US, Eurozone, and UK point to grim days ahead

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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