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But Gold Has Done Nothing

But Gold Has Done Nothing

Gold doesn’t get the credit that it deserves. Despite having a 5,000-year history in finance, it remains a controversial asset and widely misunderstood. Central banks hoard it because when things go wrong, there’s nothing better. The super-rich hoard it, admiring the diversification benefits and long-term inflation protection.

From Transitory to Debasement

From Transitory to Debasement

Atlas Pulse Gold Report Issue 92; When gold can withstand rising interest rates, it tells us that other factors are more important. Inflation is not just about shifting currencies and prices; it is a new bout of monetary debasement, which we last saw in the 1970s. Highlights Transitioning from Transitory

Blue Horseshoe Loves Anacott Steel

Blue Horseshoe Loves Anacott Steel

The Great Reflation

The Great Reflation

Trades in Soda; This year, we have discussed gold, silver, gold miners, oil, and agriculture, and boosted exposure to commodities. With the reflation trade reawakening, it is little wonder the portfolios have picked up strongly. But there is one area where we could add exposure, and that is industrial commodities.

Halving Expectations

Halving Expectations

ByteFolio Issue 102; Bitcoin’s halving is just under 12 days away. It will take place on Saturday, 20 April, at 08:45 GMT. On the one hand, it is hugely exciting, but on the other, it’s not. That’s because all you see is one number in the

The Multi-Asset Investor Performance Review

The Multi-Asset Investor Performance Review

With another quarter behind us, it is a good time to show the results for the Whisky and Soda Portfolios that are published weekly in The Multi-Asset Investor letter. I have been running these for 8 years, having previously managed money at HSBC for 17 years beforehand. More than anything,

Strong Balance Sheets

Strong Balance Sheets

Issue 22: Venture Portfolio Update; Having not updated you since Jupiter (JUP), I felt it was time. There are plenty of new ideas in the pipeline, i.e. dirt-cheap stocks, but the market has rallied, and it’s not (yet) their time. Who knows what will change next week? The