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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

Trade in Soda; Last week, the central banks signalled that the interest rates have peaked. That doesn’t mean we are off to the races, but it removes an obstacle, especially for bonds. We have also made it through to November, which means the crisis season is potentially behind us.