A Vibrant Market for Oil
Oil has always played an important role in my investment process. Going back to economic basics, energy is the basis
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
Latest
Japan Ends ZIRP
Following years of zero interest rates, the BoJ governor, Kazuo Ueda, has ended this policy. It is a clear signal
Brazil Update
The Brazilian stockmarket has been one of my highest conviction ideas. I am not just talking about today, but back
Gold Miners versus Silver
Trades in Whisky; This year, Apple is down 12%, Google is down 6%, and Tesla 28%. Yet quietly in the
25 Years of British Banking
The Financial Times published a piece on European banks. What struck me was the positive headline, something I haven’t
Bonds Back in Decline
Trade in Soda; An uptrend is a series of higher highs and higher lows. In contrast, a downtrend is a