TMAI

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

TMAI · May 16, 2023

Investors either take a sceptical view of the world and are prepared for the worst, or they see the risks

TMAI · May 10, 2023

I have long been a Buffett observer, and back in 2011, I was worried that his vice Chairman, Charlie Munger,

TMAI · May 3, 2023

Over the weekend, the world lost yet another bank, First Republic. $100bn of deposits have already fled, and JP Morgan

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,

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