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
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A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
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Another Momentum Crash
Gold is up while oil is down, which means uncertainty is booming while the economy is weak. Outside of the
Healthcare and Discounted Private Equity
Trades in Soda and Whisky; Last week, I touched on contrarian quality. To remind you, Quality stocks have resilient earnings
Contrarian Quality
Last week, I highlighted the Quality comeback. The downward pressure on interest rate sensitive investments would ease, and opportunities would
Equities
Flash Note; The market reaction in both the UK and US to the lower inflation data is notable, and I
Focus on Quality
Trades in Whisky and Soda; With financial markets stabilizing, I am adding two new investments to the portfolios. It is