Over the last couple of weeks, I have presented at several private meetings for investors and urged them to think outside the mainstream. No obligation and lengthy sales pitch. With each session triggering a flood of requests for additional meetings. Institutional investors continuously seek alternative funds and strategies capable of delivering uncorrelated returns and surpassing…

In today’s blog post, I will skip the weekly breakfast. As many of you may already know, Iran carried out missile strikes targeting Israel over the weekend. These strikes mark the latest developments in a series of escalations involving Iran and its affiliated groups, pitted against Israel and the US. According to media accounts, the…

Recently a number of investors asked me about the “timing” of the next significant economic crash, citing the multitude of imbalances present in the world today. There is a prevailing belief among them that the continuous influx of money into the system will inevitably cease, leading to an end to the current financial party. I…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed. Today, I’m revisiting a post on global macro investing for those interested in navigating the global markets. A new performance chart has been added to the post. Have fun! Over the years, I…

I’m now back at the workstation after a short but fruitful trip. It was refreshing to step away briefly and engage with new prospects, and I’m excited to share some positive outcomes from the meetings. During the trip, I had the opportunity to connect with some promising prospects, and the discussions were incredibly encouraging. I…