The Polaris Letter

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

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

November 2024

PL November 2024: Trump Wins

Thank goodness.

Nov 22, 2024 • 

Nathan Lewis

1

3

October 2024

PL October 2024: Gold and the Election

Sure is getting exciting these days.

Oct 23, 2024 • 

Nathan Lewis

2

September 2024

PL September 2024: The Commodities Option

Working.

Sep 25, 2024 • 

Nathan Lewis

1

1