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Boring Is Beautiful
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Boring Is Beautiful

The NASDAQ team, namely NVIDIA, Apple, Microsoft, etc., has reached 55% of the US cap. There can be no doubt that this is a major bubble.

BOLD – Stability in a Storm
BOLD · Members-only

BOLD – Stability in a Storm

In October, BOLD rose by 1.5%, Bitcoin fell by 3.1%, and Gold rose by 3.7% in USD terms. The month saw significant corrections for both assets, but it was encouraging to see the assets exhibit counter-cyclical behaviour.

Money Back to Work
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Money Back to Work

We are awash with cash, and I need to put it back to work. As a value seeker, there is plenty to do that is detached from the bubbles and manias.