Finding the Safe Havens
I am most pleased that both the Whisky and Soda Portfolios have had a good year without chasing the high-risk investments that are driving this market.
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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Trust the Rothschilds
It’s interest rate week, with the US Federal Reserve showing their hand tomorrow. The Bank of England then moves on Thursday, and the Bank of Japan on Friday.
A Healthier World
We have come a long way, and the good news is that government debt and deficits have finally made front-page news. At the very least, that means the problem has now been flagged.
Budget Deficits Drive the Silver Breakout
I showed this last week but given the UK long bond yield is up again, it remains highly relevant. Long
Investors Flock to Gold
The 30-year gilt yield is up again and looks poised to move higher. This should be the safe asset for investors seeking certainty. But as yields rise, prices fall, and it is hard to know where this ends.