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The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More


Active Management and the Predictability of Markets Redux: Robert Shiller
This is the second in a series of four posts dedicated to active management, focussing on some of the key figures involved in the study...
Peter Elston
Sep 1, 20195 min read
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QE: an Addiction that is Proving Impossible to Break?
Austrian-born restaurateur Wolfgang Puck was an unusual but highly entertaining speaker at an investment conference I attended recently....
Peter Elston
Oct 1, 20135 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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