I write this letter onboard a Qantas flight to Seattle, WA, heading to see a lifelong friend and go to the divisional football playoffs. Go Seahawks! Reflecting back on the year, the second half was incredibly rewarding, our trading system […]
Introduction In an era of economic turbulence, persistent inflation, and shifting global dynamics, investors are increasingly seeking assets that offer not just potential returns, but resilience and diversification. While traditional safe havens like gold have long been staples in […]
Q1 – Blazing into 2024 The first quarter of 2024 set a promising tone for the year. January kicked off with a solid 4.3% return, driven by successful short positions in sugar and continued gains in pound sterling, and soft […]
When the Spanish invaded the envoys of Moctezuma in the 16th century, the natives questioned the conquistadors’ obsession with gold. General Hernán Cortés answered, ‘Because I and my companions suffer from a disease of the heart which can be cured […]
