Macro
All that glitters…
This update consolidates our thesis for owning GOLD exposures and our recommendations for portfolios into one place. Over recent years,
9 min read
Listening or reading anything the legendary Dr Lacy Hunt says and writes reminds me of opening an encyclopaedia of economic history, sitting in a comfy chair in a Barnes & Noble, sipping a coffee from their in-store cafe. (RIP Leonard Riggio, builder of the transformed B&N. Died 27-August 2024 at 83yrs of age).
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Macro
All that glitters…
This update consolidates our thesis for owning GOLD exposures and our recommendations for portfolios into one place. Over recent years,
Macro
“Thank you for your attention to this matter.”
This note highlights many economic indicators that are flashing warning signs for history-aware investors. A thorough examination of history reveals
Macro
Hold the line… weigh the arguments.
Hold the line is a military idiomatic expression meaning to stand firm in your position despite pressure or challenges. One
Macro
Inching towards a new (world?) order
Like many based in the Southern Hemisphere, I have spent too many hours since January 21 not sleeping and keeping