Crescat says ‘Go long energy and precious metals’

Published: Tue 27 September 2022
Updated: Mon 16 January 2023
By steve

In Markets.

Crescat Strategy

Crescat Aug newsletter. This newsletter shows some charts from the 60’s 70’s, when inflation was high, and drove up unemployment and drove down equities. It also shows how cheap energy has become relative to almost any other sector, but particularly relative to consumer discretionary.

All you wanted to know about Solvency II but were afraid to ask

Mark Rubenstein always sounds as though he knows everything about anything he writes about. Of course, he always writes about technical issues affecting the financial sector, so even though he claims to be ‘probing the perimeter of my circle of competence’ he’s not going too far out on a limb. I have no problem with that: I much prefer to read stuff by people who are informed.

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