Peter ElstonMay 1, 20193 minMacroThis Time it is Different, AgainA lot of attention in the media recently has been devoted to the inversion of the yield curve in the US in late March. There is one main...
Peter ElstonOct 1, 20183 minInvestingReducing Equity TargetsFrom Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Last year we...
Peter ElstonAug 1, 20183 minInvestingIt’s Different this Time. Really?Just before the 1929 Wall Street crash, celebrated Yale economist Irving Fisher claimed that the stock market had reached “a permanently...