Charlie Morris

Charlie Morris

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The Great Reflation
TMAI · The Multi-Asset Investor, Morris on Markets, Pro, Traditional Markets and Professional Investor tiers

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
TMAI · The Multi-Asset Investor, Morris on Markets, Pro, Traditional Markets and Professional Investor tiers

Feeding the Commodity Rally

Trades in Whisky; The portfolios are feeling the pull from strength in precious metals and energy, which is good news