The Polaris Letter

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PL September 2023: Sit Tight and Be Right
Haven't done much recently.
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Nathan Lewis
1
August 2023
PL August 2023: The Fourth Turning Is Here
As if we didn't know that already.
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Nathan Lewis
July 2023
PL July 2023: Commodities Comeback
Time to get paid.
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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
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Nathan Lewis
Login Problems?
 • 
Nathan Lewis
PL May 2023: Beyond Diversification
Beating the Pros.
 • 
Nathan Lewis
April 2023
PL April 2023: Energy Review
Still bullish.
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Nathan Lewis
2
March 2023
PL March 2023: Banks and EMs
The Black Swan makes its appearance.
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Nathan Lewis
1
G&R 4Q22 Letter; SP500 Earnings
Reading List
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Nathan Lewis
February 2023
PL February 2023: The US Fiscal Situation
"Sovereign Default" is a theme of the "Fourth Turning."
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Nathan Lewis
January 2023
PL January 2023: Asset Allocations in International/EM and Precious Metals
Taking the agnostic approach.
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Nathan Lewis
1
© 2023 Nathan Lewis
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