Charlie Morris

Charlie Morris

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Trust the Rothschilds
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Trust the Rothschilds

It’s interest rate week, with the US Federal Reserve showing their hand tomorrow. The Bank of England then moves on Thursday, and the Bank of Japan on Friday.

Cocoa and Cash Flow
Quality · ByteTree Quality, TMAI + Quality and Pro tiers

Cocoa and Cash Flow

Our next recommendation in ByteTree Quality is a company with a world class portfolio of consumer goods brands. After a tough few years impacted by short term issues, it has entered buy territory for long term investors.

Gold and Elton John
Atlas Pulse · Members-only

Gold and Elton John

This year, long-dated government bonds have been selling off, and as that has happened, the price of gold has risen. Gold’s correlation with bonds (prices, not yields) has turned negative for the first time since 2011.