Sitemap - 2022 - The Polaris Letter
PL December 2022: Outlook for 2023
TIPS Done Going Down? Flight to US Bigcaps
Chinese Stocks; US Hard Landing; CBDC Rollout
PL November 2022: Ups and Downs
PL October 2022: Emerging Markets Tour
PL September 2022: The Strong Dollar
Kitco Interview; Newport Presentation; Grantham Update
PL August 2022: Heading Back Down
Chatting With Eric Nuttall; Too Many Bears; Recession Likely
PL July 2022: Commodities Correction
PL June 2022: The Global Sovereign Debt Crisis
Interviews with Druckenmiller, Dalio, Grantham
G&R 1Q22 Letter; GMO Buys Oil; Profit Margin Compression On Deck
PL May 2022: Oil, Gas, Wheat, Corn
Oil Producers Still Cheap; Tether Works; New Lows for the Euro
Greg Orrell Interview; Why Natural Gas Is Going From $7 to $30
My new book, Inflation, is now available
PL April 2022: Gold Getting Busy Again
Presentation from the MoneyShow
The MoneyShow Money, Metals and Mining Virtual Expo, April 6, 2:10pm
Yield Curve Inversion; Mearsheim Update
Interviews with Ayman Elyasin and Kerry Lutz
PL March 2022: Oil, War and the Fed
4Q21 G&R Letter; More Ukraine Background
PL February 2022: Gold and the Precious Metals Sector