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Chris Dillow

Too big to succeed Tesco's troubles remind us that investors often under-estimate the power of diseconomies of scale. ...

21 July 2014

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. Market hope for euro QE

    29 August 2014

    Investors are hoping the European Central Bank will soon start to print money. They might be disappointed

    Low European bond yields might reflect not so much optimism that QE is coming, but despair that the region is locked into stagnation

  2. Next week's economics: Sept 1 - 5

    28 August 2014

    Signs of slower growth in the euro area might stop the Bank of England raising interest rates.

    Lower house price inflation only matters in macroeconomic terms to the extent that it betokens a decline in income expectations – and it’s not clear whether this is the case.

  3. The maths of beating the market

    28 August 2014

    The question of how much you can beat the market - or underperform it - is a matter of simple maths.

    The point is to ensure that the composition of your portfolio fits the amount of relative performance risk you are willing to bear

  4. September's troubles

    27 August 2014

    September is traditionally the worst month for equities - especially smaller ones.

    Since 1998, the FTSE Small Cap index has lost an average of 2.8 per cent in the month and the 250 has lost 2.4 per cent, whereas the 100 index has dropped only 1.6 per cent.

  5. Interest rates: the stakes

    25 August 2014

    Whether interest rates should rise is a bigger issue in moral philosophy than it is in macroeconomics.

    Modern economies don’t lurch from high inflation to recession, and certainly not (these days) because of monetary policy errors. They are more resilient than that.

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