Emerging Market Internet
In last week’s flash note, I highlighted the opportunity in Emerging Market Internet Stocks and the ETF that tracks
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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Opportunity in the Orient
Flash Note; It has been a while since I issued a flash note for the Whisky Portfolio, but there has
FTSE All-Time High on a Weaker Pound
Trades in Whisky and Soda; I joined "the city” (London financial district) in April 1998, when the FTSE 100
Rising Conflict and Sinking Bonds
The Middle East is on the brink, and retaliatory attacks may lead to escalation of the conflict. Normally, we would
The Great Reflation
Trades in Soda; This year, we have discussed gold, silver, gold miners, oil, and agriculture, and boosted exposure to commodities.
Feeding the Commodity Rally
Trades in Whisky; The portfolios are feeling the pull from strength in precious metals and energy, which is good news