Naam auteur: Philippe

Our macro-driven approach frees you from the noise of single-stock analysis and media bias. I’m very proud of the fact […]

Our macro-driven approach frees you from the noise of single-stock analysis and media bias. I’m very proud of the fact

Why Smart Money Is Moving to Precious Metals I’ve been outperforming the market while helping over 100 busy professionals do

Welcome to another edition of The Minimalist Portfolio. Here, we don’t spend any time on narratives; we get straight to

Why Smart Money Is Moving to Precious MetalsI’ve been outperforming the market while helping over 100 busy professionals do the

The Minimalist Portfolio is up 29% this year. One thing the market repeatedly teaches us, less is more. Our Minimalist

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As always, we create a portfolio based on the two most important macro factors in the economy: growth and inflation.

I live for these moments. We are in the middle of a significant macro shift. On the growth side, things

Why Most Miss the Mark and Where You Should Really Look The Federal Reserve and all their money-printing won’t do The