It’s a Fire Sale!

It’s a Fire Sale!

It’s been a hell of a week – literally. A fire at my house has caused significant damage, and let’s just say my wife is less than impressed. As I sit here writing this, I’m still waiting for the insurance guy to turn up, which means I’m currently camping at the...
Forget EUR/USD. The popular trade is now in OMB/TCZ!

Forget EUR/USD. The popular trade is now in OMB/TCZ!

This catchy acronym represents “Orange Man Bad” versus “That Clown Zelensky,” which captures the current geopolitical buzz. Without delving into the rights and wrongs of recent events, let’s focus on how these dynamics have and will shape our investment strategies....
Are we going to see the risk premium downgraded?

Are we going to see the risk premium downgraded?

As we inevitably get closer to a cease-fire and end of hostilities in Ukraine, the markets will have to go through a period of rebalancing and reassessment. This week we have seen both Gold and digital gold (Bitcoin) drop handsomely. These, along with the price of...
Ukraine, Tariffs and the Impact on Global Stock Markets

Ukraine, Tariffs and the Impact on Global Stock Markets

The Potential Impacts on Global Stock Markets if the war in Ukraine ceases while President Trump intensifies tariffs on the European Union (EU). This week’s report is likely to provoke strong reactions, regardless of political affiliation—whether Democrat or...
Reasons to Be Cheerful!

Reasons to Be Cheerful!

With so much happening in the world – especially now that Trump is back in office – the outlook is looking much brighter. The physical gold we bought three years ago at €1,700 per ounce is now over €2,800, and the trend remains positive. We managed to buy BTC at...