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What the Money Map Is Telling Us
Just like the real world has seasons, financial markets have regimes that favour certain asset types over others at different
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When Bond Yields Exceed 4%, UK Governments Fall
Atlas Pulse Gold Report; Issue 80 In 2020 and 2021, investors opted for TIPS over conventional bonds, yet over the
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Higher Rates and Lower Houses
A typical UK house has risen by 140 times since the 1950s. Over a similar timeframe, houses have broadly done
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Crossroads
Having turned defensive in late 2021, we bought the dip in the autumn and have now started to scale back.
The Dollar Is Back
Over the past year, what was good for the US dollar was bad for the stockmarket. The world’s reserve
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Too Many Jobs
Trades in Whisky The long-awaited US inflation data came out today at 6.4% for the year. That is 0.