Equity Momentum Wanes
With bonds in crisis mode, this is a good time to revisit market momentum and look at the state of
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Stagflation
US inflation expectations (breakevens) are rising again. This derives from the relationship between conventional bonds and inflation-linked bonds (TIPS). Breakevens
Venture: Mid Cap Gold Miner
Issue 7; A cash-generative gold miner with a low valuation and a strong balance sheet.
Gold Sends a Message
Atlas Pulse Gold Report, Issue 87; It is remarkable how things can change in markets. Since 1999, when gold was
Be Wary of Undervalued Investment Trusts
I want to remind you what we are waiting for, especially in the Soda Portfolio. There are dozens of investment
Bitcoin Leads the Way
💡This issue covers Bitcoin (BTC), Arbitrum (ARB), TRON (TRX), crypto in Israel, and tokenization. It is becoming apparent that crypto
