
Brazil Update
The Brazilian stockmarket has been one of my highest conviction ideas. I am not just talking about today, but back
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
The Brazilian stockmarket has been one of my highest conviction ideas. I am not just talking about today, but back
Trades in Whisky; This year, Apple is down 12%, Google is down 6%, and Tesla 28%. Yet quietly in the
The Financial Times published a piece on European banks. What struck me was the positive headline, something I haven’t
Trade in Soda; An uptrend is a series of higher highs and higher lows. In contrast, a downtrend is a
Trade in Whisky; I joined the asset management business in April 1998, a time when asset management stocks were riding
Trade in Whisky; In this issue, I am going to look at the airline sector, where we are witnessing a