Lower Rates, Lower Dollar
Trades in Soda and Whisky; The US dollar has enjoyed long cycles, with major peaks in 1985 and 2002 and
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
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Quality Thinking
Trade in Whisky; With two full weeks passing since the flash crash, we can get a sense of the new
Bashing Cyclicals
Soda is doing well, and Whisky, less so. That reflects the asset mix, whereby Soda focused on quality, whereas Whisky
Deflation Shock
Given recent events in financial markets, this is an update to explain recent events. The market has had a deflation
The Summer Lull
Trade in Whisky; Consumers are feeling the pinch, and with another bout of political uncertainty, parts of the stockmarket are
The Low-cost Airline Price War
With so many changes in the high office, we should ask what the impact on markets will be. Today’s