Peter ElstonAug 1, 20203 minMacroPick Out Persistent ThemesTo invoke US conglomerate Berkshire Hathaway’s vice chairman Charlie Munger: if investing is not thematic, what the hell is it? Here is...
Peter ElstonJun 1, 20204 minMacroGold is No Longer for FoolsAs many will know from bitter experience, a crisis often has two stages. The first is the crisis itself, whether a natural disaster that...
Peter ElstonSep 1, 20193 minMarketsEM Investing Still Pays DividendsI feel very fortunate to have had the opportunity to live and work abroad for a number of years. Tokyo, Hong Kong and Singapore were not...
Peter ElstonDec 1, 20153 minCaptain Murphy’s DiaryMurphy’s Law says that what can go wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...