The Polaris Letter

The Polaris Letter

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PL September 2025: Gold Moves Higher
Currencies fall lower.
Sep 25 • 
Nathan Lewis
1
PL August 2025: AI Economics
The Golden Age of Mind Control.
Aug 28 • 
Nathan Lewis
PL July 2025: Incipient "Inflation"
Baked In.
Jul 24 • 
Nathan Lewis
2
PL June 2025: More War
No More "Return to Normal"
Jun 25 • 
Nathan Lewis
2
PL May 2025: The Fourth Turning Sovereign Debt Crisis
It's happening.
May 30 • 
Nathan Lewis
PL April 2025: The End of Globalism
It didn't benefit Americans much.
Apr 14 • 
Nathan Lewis
2
PL March 2025: Commodities and Hard Assets
Gold $3000.
Mar 18 • 
Nathan Lewis
PL February 2025: EMs Ready To Outperform?
Is China done going down?
Feb 27 • 
Nathan Lewis
2
The Polaris Letter
The Polaris Letter
"Smart Beta" Asset Allocation strategy with a Global Macro theme.

The Polaris Letter

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