(Recession) Fears vs Fundamentals This month has seen a lot of downward volatility in the commodity space, seemingly driven by fears of an impending recession. The prevailing idea is that the high interest rates (~5%)…
In light of ongoing research and continued assessment of our model portfolio and its holdings, I have undertaken some significant portfolio changes at the end of this week (29/11/2024) resulting in a bunch of trades. Read more…
The fact that gold is at an all time high price, up 78% over the last 5 years, and 45% in the last year alone, is a reminder of the power of saving in physical Read more…