TMAI

A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets

TMAI · Aug 22, 2023 Paid-only

Trade in Whisky; The Money Map helps us understand what types of asset work best in different environments. If you

TMAI · Aug 15, 2023 Paid-only

Trade in Soda; One of the mysteries of 2023 is why it is taking so long for the economy to

TMAI · Aug 11, 2023 Paid-only

Flash Note; I have been reviewing the tech sector, and evidence is mounting that it has peaked. I can’t

TMAI · Aug 8, 2023 Paid-only

Trade in Whisky; Back in 2006, I attended a lunch presentation with Arjun Murti, the Goldman Sachs oil analyst who

TMAI · Jul 25, 2023

Trade in Whisky; A characteristic of 2023 is how the risk-averse funds have lost money while the stockmarket has roared

TMAI · Jul 18, 2023

This week we review the Ruffer Investment Company (RICA). But before we do, I was very satisfied with last week’

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