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Equities
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Equities

Flash Note; The market reaction in both the UK and US to the lower inflation data is notable, and I

Focus on Quality
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Focus on Quality

Trades in Whisky and Soda; With financial markets stabilizing, I am adding two new investments to the portfolios. It is

Peak Rates and the Yen
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Peak Rates and the Yen

Trade in Soda; Last week, the central banks signalled that the interest rates have peaked. That doesn’t mean we