TMAI

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

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’

TMAI · Jul 11, 2023

Trade in Whisky; There is disquiet as our two long-standing, multi-asset investment trusts have come under pressure. The Capital Gearing

TMAI · Jul 5, 2023

I have had several emails about dealing in Tenaris (TEN IT), where IT means Italy. Some have asked if Tenaris

Latest