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Chris Dillow

Inflation matters The recovery in equities since February has coincided with a rise in inflation expectations ...

26 April 2016

Chris Dillow

About Chris Dillow

Incisive economic commentary plus thoughts on investor behaviour

Recent articles

  1. When rules collide

    28 April 2016

    The 'sell in May' rule works better than the 'buy when prices are above their 10-month average' rule

    The 10-month rule works not so much by giving us fantastic buy signals but by saving us from the occasional disaster

  2. On mental accounting

    28 April 2016

    We don't think that money is fungible. This explains a lot

    When I put my equities into a separate mental account I'm saving my sanity

  3. Next week's economics: 2-6 May

    28 April 2016

    Next week's numbers could show that economic growth is picking up, but that US productivity is stagnant

    Potential GDP growth in the US is much lower now than it was before the crisis

  4. The productivity malaise

    25 April 2016

    Productivity growth has fallen around the world, and might not accelerate very soon

    There's little reason to expect a quick reversal of the productivity slump - which should worry equity investors

  5. When momentum fails

    When momentum fails

    22 April 2016

    Momentum and defensive investing have made bad starts to the year. History suggests this should be only temporary

    I'm no admirer of fund managers, but even I don't think they are so stupid as to have failed to spot anomalies for decades

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Property Matters

Property Matters

Comment on the ups and downs of property investments, with a particular focus on the perennially popular world of buy to let

The Editor

The Editor

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Chronic Investor Blog

Our light-hearted take on the world of investing

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