The Polaris Letter

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PL May 2023: Beyond Diversification
Beating the Pros.
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Nathan Lewis
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PL April 2023: Energy Review
Still bullish.
 • 
Nathan Lewis
2
PL March 2023: Banks and EMs
The Black Swan makes its appearance.
 • 
Nathan Lewis
1
G&R 4Q22 Letter; SP500 Earnings
Reading List
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Nathan Lewis
PL February 2023: The US Fiscal Situation
"Sovereign Default" is a theme of the "Fourth Turning."
 • 
Nathan Lewis
PL January 2023: Asset Allocations in International/EM and Precious Metals
Taking the agnostic approach.
 • 
Nathan Lewis
1
PL December 2022: Outlook for 2023
Big Picture stuff.
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Nathan Lewis
12
TIPS Done Going Down? Flight to US Bigcaps
It's worse elsewhere.
 • 
Nathan Lewis
The Polaris Letter
The Polaris Letter
Looking for great investments worldwide with a macro theme.

The Polaris Letter

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