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INVESTMENT BLOG

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

A Confusing Time for Economists

Jun 30, 20193 min read

A Confusing Time for Economists

From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. The very rapid...

Krippner Revisited

Dec 1, 20184 min read

Krippner Revisited

In January 2016, I wrote about some interesting but little-heard-of research by Dr Leo Krippner at the Reserve Bank of New Zealand on the...

Captain Murphy’s Diary

Aug 1, 20152 min read

Captain Murphy’s Diary

Murphy’s Law says that what can wrong, will go wrong. It is thought to be named after Captain Ed Murphy, an aircraft engineer who,...

Where's My Cycle?

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?

Correlation or causation?

Data is too often presented in an unfair, unclear and misleading way

Dear John

Dear John

Liontrust's John Husselbee's arguments in support of balanced funds are lame

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