TMAI

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

TMAI · Apr 25, 2023

This week, I discuss risk management and update you on developments on Melrose. Economic and market indicators are telling us

TMAI · Apr 18, 2023

Trades in Whisky and Soda The animal spirits have returned but with a twist. One of the biggest winners since

TMAI · Apr 4, 2023

Trade in Whisky Things are not what they seem. In recent months, a trillion dollars of stimulus from Europe, Japan,

TMAI · Mar 28, 2023

It is nice to get through a week without a bank failure. The authorities have plugged the hole, reassuring depositors

TMAI · Mar 21, 2023

In my last Atlas Pulse, I wrote how the US 10-year yield above 4% was dangerous. When it happened last

TMAI · Mar 15, 2023 Paid-only

Flash Note The banking sector remains under pressure with the latest concern being Credit Suisse (CSGN SW). The shares have

Latest