Asset Managers
Trade in Whisky; I joined the asset management business in April 1998, a time when asset management stocks were riding
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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The Opportunity in Airlines
Trade in Whisky; In this issue, I am going to look at the airline sector, where we are witnessing a
Investment Trust Buybacks Accelerate
Trade in Soda; Many of my recent recommendations in Soda have focused more on the discount to net asset value
Cisco Then, NVIDIA Now
In a quick turn of events, the S&P 500 just made an all-time high, driven by the large
A Poor Start to 2024
The yield curve has been inverted since mid-2022, which is widely thought to forecast a recession. That means the 10-year
Revisiting European Banks
Trade in Soda; The credit crisis was 15 years ago, and despite the economy marching on, the banks continued to