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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Winter of '69
Winter of '69
I see little sign of such honesty and humility today which is concerning to say the least.
Peter Elston
Jun 1, 20224 min read
139
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Clear and Present Danger
At the time of writing, global equities are up around 17% in US dollars year to date. Sterling weakness has added a further 3 percentage...
Peter Elston
Jan 1, 20224 min read
16
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A Game of High Stakes
Inflation has been on the rise recently in the UK and around the world. Is this rise transitory, as central bankers are saying it is, or...
Peter Elston
Jul 1, 20213 min read
13
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Lessons From the Chimps
In a recent op-ed, IMF chief economist Gita Gopinath noted that: “For the first time, in 60% of the global economy – including 97% of...
Peter Elston
Jan 1, 20213 min read
8
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Pick Out Persistent Themes
To invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...
Peter Elston
Aug 1, 20203 min read
9
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Is Dividend Investing Dead?
In general, stocks that pay out as dividends either nothing or a low portion of profits have, in recent years, been outperforming those...
Peter Elston
Jul 1, 20203 min read
7
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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
7
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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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