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PL April 2025: The End of Globalism
It didn't benefit Americans much.
Apr 14
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Nathan Lewis
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PL April 2025: The End of Globalism
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March 2025
PL March 2025: Commodities and Hard Assets
Gold $3000.
Mar 18
•
Nathan Lewis
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PL March 2025: Commodities and Hard Assets
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February 2025
PL February 2025: EMs Ready To Outperform?
Is China done going down?
Feb 27
•
Nathan Lewis
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PL February 2025: EMs Ready To Outperform?
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January 2025
PL January 2025: International Equities
Inflation feels good until it doesn't.
Jan 28
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Nathan Lewis
1
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PL January 2025: International Equities
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December 2024
December 2024: Asset Class Review
Buy Low, Sell High
Dec 18, 2024
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Nathan Lewis
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December 2024: Asset Class Review
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November 2024
PL November 2024: Trump Wins
Thank goodness.
Nov 22, 2024
•
Nathan Lewis
1
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PL November 2024: Trump Wins
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October 2024
PL October 2024: Gold and the Election
Sure is getting exciting these days.
Oct 23, 2024
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Nathan Lewis
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PL October 2024: Gold and the Election
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September 2024
PL September 2024: The Commodities Option
Working.
Sep 25, 2024
•
Nathan Lewis
1
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PL September 2024: The Commodities Option
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August 2024
PL August 2024: Goodbye $3.75 Gasoline
Going the way of the $1 coffee. Goodbye nickels?
Aug 30, 2024
•
Nathan Lewis
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PL August 2024: Goodbye $3.75 Gasoline
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July 2024
PL July 2024: It Was Fun While It Lasted
The First Republic is over.
Jul 24, 2024
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Nathan Lewis
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PL July 2024: It Was Fun While It Lasted
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June 2024
PL June 2024: Sovereign Debt Crisis Outlook
Japan Heats Up.
Jun 26, 2024
•
Nathan Lewis
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PL June 2024: Sovereign Debt Crisis Outlook
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May 2024
PL May 2024: REITs
The other asset class.
May 31, 2024
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Nathan Lewis
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PL May 2024: REITs
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