Silver Defies Gravity
President Trump was supposed to be a Bitcoin president, yet he has become a golden one instead.
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
President Trump was supposed to be a Bitcoin president, yet he has become a golden one instead.
There’s a huge story in financial markets today, as BOLD was listed on the London Stock Exchange this morning, and we’ll get to that. But first, the other big story, which is gilts.
In this Q4 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since January 2016. I shall also touch on some of our other services.
There were all sorts of theories as to why silver surged, but I think it’s simple. With gold in a bull market and silver being undervalued until recently, conditions are right.
In recent months, we have received some good feedback and comments on surveys, for which we are grateful. I couldn’
We continue our review of the investment trusts held in the Soda Portfolio. With markets so quiet, it’s a good time to do this and get up to speed for 2026.