1st Quarter 2024 Letter to Investors
Outperformance of Metals and Mining sector: The fund's gold, copper, and lithium investments outperformed their respective industry...
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US Employment Report Superficially Strong Again
Stocks and Gold rise on strong US employment data, but underlying economic concerns persist while Bank of Japan grapples with credibility issues.
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Portfolio Watch: The Real World Is Reflating Again
Welcome to this week’s rundown of our portfolio, its performance, and our most clear-cut conviction for the period ahead. The cocktail of better...
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March 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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The Stealth Breakout You May Have Missed
Gold prices have staged a convincing long-term upside breakout against a backdrop of skepticism, which is contrarian bullish.
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