Archive - The Polaris Letter

PL April 2025: The End of Globalism

It didn't benefit Americans much.

Apr 14 •

March 2025

PL March 2025: Commodities and Hard Assets

Mar 18 •

February 2025

PL February 2025: EMs Ready To Outperform?

Is China done going down?

Feb 27 •

January 2025

PL January 2025: International Equities

Inflation feels good until it doesn't.

Jan 28 •

December 2024

December 2024: Asset Class Review

Buy Low, Sell High

Dec 18, 2024 •

November 2024

PL November 2024: Trump Wins

Thank goodness.

Nov 22, 2024 •

October 2024

PL October 2024: Gold and the Election

Sure is getting exciting these days.

Oct 23, 2024 •

September 2024

PL September 2024: The Commodities Option

Sep 25, 2024 •

August 2024

PL August 2024: Goodbye $3.75 Gasoline

Going the way of the $1 coffee. Goodbye nickels?

Aug 30, 2024 •

July 2024

PL July 2024: It Was Fun While It Lasted

The First Republic is over.

Jul 24, 2024 •

June 2024

PL June 2024: Sovereign Debt Crisis Outlook

Japan Heats Up.

Jun 26, 2024 •

May 2024

PL May 2024: REITs

The other asset class.

May 31, 2024 •

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