Flash Note: Voting Advice
A shareholder vote is near for one of our long-term holdings. Advice is laid out below.
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
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Public over Private
Listed private equity companies have come under pressure. The sector touts a good story, and forecasts a strong IPO market in 2026, yet the businesses behind them, which hold large stakes in private companies, are not yet celebrating.
Safety First
These past few days in precious metals remind us how quickly things can change, and why diversification is so important in portfolio management.
TMAI
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Ten Years of Whisky and Soda
Ten years ago today, shortly after I left a 17-year stint at HSBC Global Asset Management, I took over the
The Yen and the Big Dig
Trade in Whisky; Before I get to today’s trade, I want to comment on Japan. Although just a blip
Commodities
I have received reports regarding trading metals on the platforms.