flash-note

TMAI · May 25, 2023

Flash note; Commodity prices are coming under pressure once again. I can continue to make a bullish medium-term case for

TMAI · May 17, 2023

Flash Note I recently made the case to add to commodities. The logic was that the Chinese recovery would be

TMAI · Mar 15, 2023 Paid-only

Flash Note The banking sector remains under pressure with the latest concern being Credit Suisse (CSGN SW). The shares have

aaa · Mar 15, 2023

AAA: Flash Note; With the pace and rapidity with which the Fed has been tightening – all the while peddling the

TMAI · Mar 13, 2023 Paid-only

Flash Note Over the weekend, you will likely have read about the recent failure of Silicon Valley Bank, which has

TMAI · Feb 10, 2023 Paid-only

Flash Note In light of Tuesday’s note, I am taking defensive action in the portfolios. The risk is that

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