October Themes and Thematic Portfolio Review
This insight was Incorrectly titled September review while it is a review of markets and themes for October including HK/China, Japan, India,...
501 Views
As Good as Gold – Take the Money and Run?
2024 has been a strong year for precious metals and associated equities, with gold up 32% YTD and gold miners up 39%. The question now is whether...
546 Views
September Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
418 Views
Overview #9 Fallout from the Fed
A review of recent events/data impacting our investment themes and outlook. We look at the usual suspects of Gold, the JPY, Topix and the Hang...
573 Views
Tactical Trading -Fed Meeting a Catalyst for Counter-Trend Moves
JPY, Gold, and Gold miners have the potential for a short-term reversal due to uncertainty over extent of Fed interest rate decision.
411 Views