TMAI
·
Value in Latin America
Trades in Whisky and Soda; The highest returns over the next decade are likely to come from the developing world.
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
Latest
TMAI
·
Don’t Panic Until They Cut Rates
There are plenty of cheap securities that will inevitably deliver good results in the long term. Yet in the current
TMAI
·
Caution on China
Trade in Soda; Thankfully, it looks like an agreement will be reached on the US debt ceiling. The good news
TMAI
·
Commodities
Flash note; Commodity prices are coming under pressure once again. I can continue to make a bullish medium-term case
TMAI
·
Trouble in China and the Case For Technology
Trades in Soda & Whisky Last October, I felt markets had fallen enough, and a rally was due. This proved
TMAI
·
Reducing Risk
Flash Note I recently made the case to add to commodities. The logic was that the Chinese recovery would be