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

Lost Decades

With inflation, taxes, strikes, political discontent, and gold soaring, it feels like the 1970s, except no one is wearing flares.

Clearing the Decks
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Clearing the Decks

Trade in Whisky; Last week, I wrote about China, and the key takeaway is that China has been allocating, in

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

Chinese Stimulus

Two weeks ago, the People’s Bank of China launched a stimulus package to boost the economy in order to

Impending Rate Cuts
TMAI · The Multi-Asset Investor, TMAI + Quality and Pro tiers

Impending Rate Cuts

Later today, the Federal Reserve will cut interest rates for the first time since 2020. In recent days, the odds