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PL June 2025: More War
No More "Return to Normal"
Jun 25
•
Nathan Lewis
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PL June 2025: More War
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PL May 2025: The Fourth Turning Sovereign Debt Crisis
It's happening.
May 30
•
Nathan Lewis
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PL May 2025: The Fourth Turning Sovereign Debt Crisis
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PL April 2025: The End of Globalism
It didn't benefit Americans much.
Apr 14
•
Nathan Lewis
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PL April 2025: The End of Globalism
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PL March 2025: Commodities and Hard Assets
Gold $3000.
Mar 18
•
Nathan Lewis
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PL March 2025: Commodities and Hard Assets
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PL February 2025: EMs Ready To Outperform?
Is China done going down?
Feb 27
•
Nathan Lewis
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PL February 2025: EMs Ready To Outperform?
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PL January 2025: International Equities
Inflation feels good until it doesn't.
Jan 28
•
Nathan Lewis
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PL January 2025: International Equities
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December 2024: Asset Class Review
Buy Low, Sell High
Dec 18, 2024
•
Nathan Lewis
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December 2024: Asset Class Review
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PL November 2024: Trump Wins
Thank goodness.
Nov 22, 2024
•
Nathan Lewis
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PL November 2024: Trump Wins
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The Polaris Letter
"Smart Beta" Asset Allocation strategy with a Global Macro theme.
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