Bonds Like a Weak Economy
Trade in the Soda Portfolio; Last Friday, I issued a Flash Note for the first time since April. A few
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Flash Note: Trades in Whisky
Risk Reduction;
Bonds: Cheap or Bust?
Trade in the Whisky Portfolio; At 2.5%, the 30-year real yield on government bonds in both UK gilts and
Gentlemen vs Hooligans
Trades in Whisky; A friend asked me to send him the Gentlemen vs Hooligans chart I published yesterday in The
A Good Year
Trades in Whisky; 2025 is turning out to be a good year for investors. Well, at least it is for
Spending Up, Taxes Up, Head for Boston
While researching tariffs, I stumbled across the USB Trump Tariff Losers Index. It’s a list of companies created by