The Multi-Asset Investor: Flash Note
Trade in Soda; Following my recent note it has become clear that the long-end of the bond market is in
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Flash Note
Trade in Soda
Equities
Flash Note; The market reaction in both the UK and US to the lower inflation data is notable, and I
Technology
Flash Note; I have been reviewing the tech sector, and evidence is mounting that it has peaked. I can’t
TMAI
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Commodities
Flash note; Commodity prices are coming under pressure once again. I can continue to make a bullish medium-term case for
TMAI
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Reducing Risk
Flash Note I recently made the case to add to commodities. The logic was that the Chinese recovery would be