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Peter Elston
May 31, 2019
3 min read
Markets
Why I'm Most Negative on US
The last two equity bear markets - in 2001/2 and 2008/9 - saw rolling three year returns from global equities at their trough hit -45 and...
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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