Hard Assets and Gold
With gold trading at an all-time high and many commodity prices on the rise again, it is starting to feel
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Japan, Tariffs and Insurance
Trades in Whisky and Soda; There are two trades this week, so let’s get straight to it. The Japanese
Resetting
Trades in Whisky and Soda; The US Treasury Secretary, Scott Bessent, was interviewed on CNBC to make the point that
The Double Discount
Trade in Soda; There’s a property trade today, but before I get to that, investors mustn’t forget that
US Recession Forecast by Atlanta Fed
Trades in Soda and Whisky; The events over the weekend were quite something. The spat in the Oval Office has
Gold to the USA, Dollars to Europe
There has been much talk about the gold moving to the USA, but what about the dollars coming the other