Nowhere to Run to Baby, Nowhere to Hide! Part 1
Given the short-term oversold conditions in the Nikkei and Topix, we would take some profits on any shorts in anticipation of a bounce and get...
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Sumitomo Metal Mining - A Shiny Mix of Gold, Copper and Nickel
This miner has extremely conservative forecasts, some scarcity value, and a strong balance sheet for potential future buybacks and dividends.
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April Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
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Federal Reserve Signals “Victory” over Inflation Setting the Stage for the Next Round of Inflation
The Federal Reserve plans to cut rates three times in 2024 and a total of 175bps by end 2025, keeping policy accommodative. BOJ remains loose....
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Druckenmiller's Gold Miner Bet
Stan Druckenmiller just bought shares in Barrick Gold and Newmont Mining. He thinks gold serves as a store of value, but only over the long run....
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