Mind the Gap
In this week’s Multi-Asset Investor, I recalled the two biggest problems facing the market in 2022, namely the collapsing
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Reducing Risk
Flash Note In light of Tuesday’s note, I am taking defensive action in the portfolios. The risk is that
TMAI
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Inflation Must Cool to Avoid a 30% Crash in Equities
The stockmarket did well in January, which is normally a positive sign for the rest of the year. Yet, with
BOLD
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Bitcoin and Gold Takes Off in 2023
The Bitcoin and Gold Chart Book Last month we said that we believed bitcoin would beat gold in 2023. So
TMAI
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Emerging Market Bonds
Trade in Soda The postbox is bulging with gold-related matters, so please read that further down. In recent pieces, I
Going for Gold
With stocks up while the dollar is down, 2023 continues to surprise. It was supposed to be the great recession,