What’s Gold Really Telling Us?
One of the mysteries of this equity bull market is its drivers. The consumer is weak, wages are softening, house prices have peaked, industrial demand remains slack, and global logistics have slowed.
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
Latest
Finding the Safe Havens
I am most pleased that both the Whisky and Soda Portfolios have had a good year without chasing the high-risk investments that are driving this market.
Trust the Rothschilds
It’s interest rate week, with the US Federal Reserve showing their hand tomorrow. The Bank of England then moves on Thursday, and the Bank of Japan on Friday.
A Healthier World
We have come a long way, and the good news is that government debt and deficits have finally made front-page news. At the very least, that means the problem has now been flagged.
Budget Deficits Drive the Silver Breakout
I showed this last week but given the UK long bond yield is up again, it remains highly relevant. Long
