TMAI

A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets

TMAI · Dec 19, 2023

As the year draws to a close, Whisky has gained around 12.9% while Soda has lost 1%. Naturally, I

TMAI · Dec 12, 2023 The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Trade in Whisky; The price of oil has been falling, but not by alarming amounts. I recently highlighted the gold-to-oil

TMAI · Dec 5, 2023 The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Gold is up while oil is down, which means uncertainty is booming while the economy is weak. Outside of the

TMAI · Nov 28, 2023 The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Trades in Soda and Whisky; Last week, I touched on contrarian quality. To remind you, Quality stocks have resilient earnings

TMAI · Nov 21, 2023 The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Last week, I highlighted the Quality comeback. The downward pressure on interest rate sensitive investments would ease, and opportunities would

TMAI · Nov 15, 2023 The Multi-Asset Investor, Morris on Markets, Traditional Markets, Professional Investor and Pro tiers

Flash Note; The market reaction in both the UK and US to the lower inflation data is notable, and I

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