2026 HIGH CONVICTION IDEA: Long Gold / Short Bitcoin
Whatever economic scenario unfolds in 2026, a long Gold/short Bitcoin investment should outperform. The position is up more than 50% since October.
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HONG KONG ALPHA PORTFOLIO: (November 2025)
We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...
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Gold: DON'T MELT YOUR JEWELRY YET!
Gold is reacting to the Fed's decision to ease monetary policy substantially with a renewed QE program. The sizeable $40B monthly purchases...
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US: Inflation Is Dead, Long Live Inflation!
Without warning, the Fed announced it is restarting a substantial QE program under the pseudonym "Liquidity Management". Starting immediately, it...
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The Art of the Trade War: IT'S FARMAGEDDON IN THE U.S. !!
President Trump signaled he could impose new fresh tariffs on agricultural products including Canadian fertilizer and Indian rice. He indicated...
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