Cisco Then, NVIDIA Now
In a quick turn of events, the S&P 500 just made an all-time high, driven by the large
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A Poor Start to 2024
The yield curve has been inverted since mid-2022, which is widely thought to forecast a recession. That means the 10-year
Revisiting European Banks
Trade in Soda; The credit crisis was 15 years ago, and despite the economy marching on, the banks continued to
2024 - All About Rates
The final score for 2023 sees Soda scrape a small positive +0.5%, and Whisky a more credible +14%. Soda
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Farewell 2023
As the year draws to a close, Whisky has gained around 12.9% while Soda has lost 1%. Naturally, I
2024: Better for the Economy than Markets
Trade in Whisky; The price of oil has been falling, but not by alarming amounts. I recently highlighted the gold-to-oil