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Trade in Whisky; The price of oil has been falling, but not by alarming amounts. I recently highlighted the gold-to-oil relationship at an ebullient time for gold. It suggested that oil currently offered better value, and funnily enough, gold’s all-time high proved to be a damp squib. Better luck

Gold is up while oil is down, which means uncertainty is booming while the economy is weak. Outside of the 2014 surge in shale production, a weaker oil price has always warned of trouble ahead. Oil Marks the Economic Cycle Oil is once again in a downtrend but has yet

Trades in Soda and Whisky; Last week, I touched on contrarian quality. To remind you, Quality stocks have resilient earnings and cash flow, in contrast to cyclical stocks (commodities and industry) that do not. We have no idea what an oil company’s profits will look like in the future,

Last week, I highlighted the Quality comeback. The downward pressure on interest rate sensitive investments would ease, and opportunities would arise. In recent issues, I have added low-priced equity exposure via investment trusts and investment companies in Soda, and low-priced quality companies in Whisky. The regime shift in the Money

Trades in Whisky and Soda; With financial markets stabilizing, I am adding two new investments to the portfolios. It is important to note that the bond market seems less stressed now that the rates have likely peaked, and it is right to boost exposure in areas offering good value. The