How Japan Regained Its Mojo
The Japanese stock market is booming in 2023, up 21% for the year to date, outperform...
The Chinese Property Market: The Most Important Industry Globally Which Few Understand
A property implosion was 2022’s China crisis narrative. We have owned Chinese property companies...
Boom, Bust and Disruption in the Furniture Industry
The pandemic had a dramatic impact on the US furniture and homewares industry. Consumers stuck at...
The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
Quarterly Report for the Platinum Trust Funds
The June quarterly report for the Platinum Trust Funds can be accessed here...
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