TMAI

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

TMAI · May 25, 2023

Flash note; Commodity prices are coming under pressure once again. I can continue to make a bullish medium-term case for

TMAI · May 23, 2023

Trades in Soda & Whisky Last October, I felt markets had fallen enough, and a rally was due. This proved

TMAI · May 17, 2023

Flash Note I recently made the case to add to commodities. The logic was that the Chinese recovery would be

TMAI · May 16, 2023

Investors either take a sceptical view of the world and are prepared for the worst, or they see the risks

TMAI · May 10, 2023

I have long been a Buffett observer, and back in 2011, I was worried that his vice Chairman, Charlie Munger,

TMAI · May 3, 2023

Over the weekend, the world lost yet another bank, First Republic. $100bn of deposits have already fled, and JP Morgan

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