The Polaris Letter

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PL July 2024: It Was Fun While It Lasted
The First Republic is over.
 • 
Nathan Lewis

June 2024

PL June 2024: Sovereign Debt Crisis Outlook
Japan Heats Up.
 • 
Nathan Lewis
1

May 2024

PL May 2024: REITs
The other asset class.
 • 
Nathan Lewis
1

April 2024

PL April 2024: Breaking Point
Cue the Sovereign Debt Crisis.
 • 
Nathan Lewis
2

March 2024

PL March 2024: Gold Breakout
Not Time Yet.
 • 
Nathan Lewis
1

February 2024

PL February 2024: Hard Assets and Commodities
You have to own something.
 • 
Nathan Lewis
1

January 2024

PL January 2024: The Rest of the World
US outperformance still going strong.
 • 
Nathan Lewis
4

December 2023

PL December 2023: Asset Class Review
'tis the season for the big picture review
 • 
Nathan Lewis
2

November 2023

PL November 2023: Last Gasp
Get Ready for the Next Big Thing.
 • 
Nathan Lewis
1

October 2023

PL October 2023: Crunch Time
Less Borrowing = Less Spending
 • 
Nathan Lewis

September 2023

10yr Yields Over 4.34%; Yen Approaching 150/USD
Put down a finger if ...
 • 
Nathan Lewis
PL September 2023: Sit Tight and Be Right
Haven't done much recently.
 • 
Nathan Lewis
1
© 2024 Nathan Lewis
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