The Polaris Letter

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PL March 2024: Gold Breakout
Not Time Yet.
 • 
Nathan Lewis
1

February 2024

PL February 2024: Hard Assets and Commodities
You have to own something.
 • 
Nathan Lewis
1

January 2024

PL January 2024: The Rest of the World
US outperformance still going strong.
 • 
Nathan Lewis
4

December 2023

PL December 2023: Asset Class Review
'tis the season for the big picture review
 • 
Nathan Lewis
2

November 2023

PL November 2023: Last Gasp
Get Ready for the Next Big Thing.
 • 
Nathan Lewis
1

October 2023

PL October 2023: Crunch Time
Less Borrowing = Less Spending
 • 
Nathan Lewis

September 2023

10yr Yields Over 4.34%; Yen Approaching 150/USD
Put down a finger if ...
 • 
Nathan Lewis
PL September 2023: Sit Tight and Be Right
Haven't done much recently.
 • 
Nathan Lewis
1

August 2023

PL August 2023: The Fourth Turning Is Here
As if we didn't know that already.
 • 
Nathan Lewis

July 2023

PL July 2023: Commodities Comeback
Time to get paid.
 • 
Nathan Lewis
2

June 2023

PL June 2023: Way Too Bullish
The AI boom sucks in the suckers.
 • 
Nathan Lewis
2

May 2023

IGWT 2023, GMO on Profit Margins
 • 
Nathan Lewis
© 2024 Nathan Lewis
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