Archive - The Polaris Letter

December 2024: Asset Class Review

Buy Low, Sell High

Dec 18 •

November 2024

PL November 2024: Trump Wins

Thank goodness.

Nov 22 •

October 2024

PL October 2024: Gold and the Election

Sure is getting exciting these days.

Oct 23 •

September 2024

PL September 2024: The Commodities Option

Sep 25 •

August 2024

PL August 2024: Goodbye $3.75 Gasoline

Going the way of the $1 coffee. Goodbye nickels?

Aug 30 •

July 2024

PL July 2024: It Was Fun While It Lasted

The First Republic is over.

Jul 24 •

June 2024

PL June 2024: Sovereign Debt Crisis Outlook

Japan Heats Up.

Jun 26 •

May 2024

PL May 2024: REITs

The other asset class.

May 31 •

April 2024

PL April 2024: Breaking Point

Cue the Sovereign Debt Crisis.

Apr 30 •

March 2024

PL March 2024: Gold Breakout

Mar 18 •

February 2024

PL February 2024: Hard Assets and Commodities

You have to own something.

Feb 15 •

January 2024

PL January 2024: The Rest of the World

US outperformance still going strong.

Jan 12 •

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