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Jun 30, 20184 min read

Review and Outlook

June saw equity markets around the world give back some of the gains made in April and May. The trigger for these falls appeared to be...

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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