TMAI

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

TMAI · Jan 3, 2024 The Multi-Asset Investor, TMAI + Quality and Pro tiers

The final score for 2023 sees Soda scrape a small positive +0.5%, and Whisky a more credible +14%. Soda

TMAI · Dec 19, 2023

As the year draws to a close, Whisky has gained around 12.9% while Soda has lost 1%. Naturally, I

TMAI · Dec 12, 2023 The Multi-Asset Investor, TMAI + Quality and Pro tiers

Trade in Whisky; The price of oil has been falling, but not by alarming amounts. I recently highlighted the gold-

TMAI · Dec 5, 2023 The Multi-Asset Investor, TMAI + Quality and Pro tiers

Gold is up while oil is down, which means uncertainty is booming while the economy is weak. Outside of the

TMAI · Nov 28, 2023 The Multi-Asset Investor, TMAI + Quality and Pro tiers

Trades in Soda and Whisky; Last week, I touched on contrarian quality. To remind you, Quality stocks have resilient earnings

TMAI · Nov 21, 2023 The Multi-Asset Investor, TMAI + Quality and Pro tiers

Last week, I highlighted the Quality comeback. The downward pressure on interest rate sensitive investments would ease, and opportunities would

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