The Polaris Letter

PL November 2025: Things Aren't Going Well

Breaking point.

Nov 26 • Nathan Lewis

October 2025

PL October 2025: What's Going On In Europe?

Europe is not in Kansas anymore.

Oct 24 • Nathan Lewis

September 2025

PL September 2025: Gold Moves Higher

Currencies fall lower.

Sep 25 • Nathan Lewis

1

August 2025

PL August 2025: AI Economics

The Golden Age of Mind Control.

Aug 28 • Nathan Lewis

July 2025

PL July 2025: Incipient "Inflation"

Baked In.

Jul 24 • Nathan Lewis

2

1

June 2025

PL June 2025: More War

No More "Return to Normal"

Jun 25 • Nathan Lewis

2

May 2025

PL May 2025: The Fourth Turning Sovereign Debt Crisis

It's happening.

May 30 • Nathan Lewis

April 2025

PL April 2025: The End of Globalism

It didn't benefit Americans much.

Apr 14 • Nathan Lewis

2

March 2025

PL March 2025: Commodities and Hard Assets

Gold $3000.

Mar 18 • Nathan Lewis

February 2025

PL February 2025: EMs Ready To Outperform?

Is China done going down?

Feb 27 • Nathan Lewis

2

January 2025

PL January 2025: International Equities

Inflation feels good until it doesn't.

Jan 28 • Nathan Lewis

1

2

December 2024

December 2024: Asset Class Review

Buy Low, Sell High

Dec 18, 2024 • Nathan Lewis

1