Investors Flock to Gold
The 30-year gilt yield is up again and looks poised to move higher. This should be the safe asset for investors seeking certainty. But as yields rise, prices fall, and it is hard to know where this ends.
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Banzai
Trades in the Whisky and Soda Portfolios; It would have been hard to miss my recent excitement on the all-time
Printing for Growth
Trade in the Whisky Portfolio; Last Thursday, the Bank of England cut interest rates by 0.25% to 4%. The
Bonds Like a Weak Economy
Trade in the Soda Portfolio; Last Friday, I issued a Flash Note for the first time since April. A few
Flash Note: Trades in Whisky
Risk Reduction;
Bonds: Cheap or Bust?
Trade in the Whisky Portfolio; At 2.5%, the 30-year real yield on government bonds in both UK gilts and