The Ultimate Bearish Scenario?
The combination of central bank weakness and fiscal policy error is a toxic one
top of page
INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Peter Elston
Jun 2, 20222 min read
Mea Culpa? Hardly...
It is important that governments are honest about what is causing inflation
710
Peter Elston
Jun 1, 20224 min read
Winter of '69
Winter of '69
I see little sign of such honesty and humility today which is concerning to say the least.
1392
Peter Elston
May 29, 20224 min read
Grin And Bear It
Signs point to the start of a bond bear market Since their peak on 4 August 2020, long duration Treasuries are down 40% in real terms....
560
Peter Elston
Jan 1, 20224 min read
Clear and Present Danger
At the time of writing, global equities are up around 17% in US dollars year to date. Sterling weakness has added a further 3 percentage...
160
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
bottom of page