Equity Momentum Wanes
With bonds in crisis mode, this is a good time to revisit market momentum and look at the state of
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
Latest
Be Wary of Undervalued Investment Trusts
I want to remind you what we are waiting for, especially in the Soda Portfolio. There are dozens of investment
Southern Asian Growth Outshines
Trade in Whisky; Bond yields have been pushed higher again, but there was a relief yesterday when a Fed official
Knowns and Unknowns
Trade in Soda; It’s been another few red days for markets, which has spread beyond bonds. I want to
Monetary Versus Fiscal
Trade in Whisky; The price of US treasuries is falling again and rapidly. I show the short-dated to long-dated bonds
Dare Forward
Trade in Whisky; It is no great surprise that I am finding good value in the UK and Europe, more