top of page
INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
- Jul 11, 2022
- 5 min
Even The Germans Went Quiet
Perhaps quantitative easing was inflationary after all
570
Peter Elston
- Jun 1, 2020
- 4 min
Gold is No Longer for Fools
As many will know from bitter experience, a crisis often has two stages. The first is the crisis itself, whether a natural disaster that...
70
Peter Elston
- May 1, 2019
- 3 min
This Time it is Different, Again
A 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...
30
Peter Elston
- Dec 1, 2018
- 4 min
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...
30
Peter Elston
- Mar 1, 2016
- 1 min
Inflation Watch
Perhaps the most important number coming out of the developed world was Europe’s February inflation turning negative. This prompted...
20
Peter Elston
- Feb 1, 2016
- 2 min
Inflation Watch
There are very tentative signs of improvement in inflation numbers around the world (improvement could mean it either rising if it is too...
30
Peter Elston
- Nov 1, 2015
- 2 min
A Goldilocks Environment for Equities
We may yet be proved wrong but it is starting to look as if our call that we were not heading into a more pronounced period of equity...
30
Peter Elston
- Oct 1, 2015
- 6 min
Captain Murphy’s Diary
Murphy’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,...
20
Peter Elston
- Sep 1, 2015
- 3 min
Inflation Watch
The 10 year US Treasury yield has fallen from 2.5% on 27 June to 2.1% currently (as at 25.08.2015), a very substantial change. Normally,...
30
Peter Elston
- Aug 1, 2015
- 2 min
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,...
20
Peter Elston
- Oct 1, 2013
- 5 min
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....
40
bottom of page