Lower Rates Lead to Real Estate
Trade in Soda; I recently added the long bond to the Soda Portfolio as evidence that inflation was calming enough
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The Geddes Axe
Trades in Whisky and Soda; The US has a $36 trillion debt and an outsized annual budget deficit, which appears
Gilts in a Low-Growth Environment
Trade in Soda; Since the UK Chancellor’s recent budget on 30th October, there has been much focus on the
Flash Note
Trade in Soda
Trump’s Impact on Financial Markets
Trade in Soda; Financial markets have had a busy week following the surprise Trump victory last Wednesday. It’s a
Flash Note
Action in Whisky