Alastair Kendall
Protection of family wealth in a time of unprecedented geopolitical change, chaos and war.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 66 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||
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alchemist24.substack.comLatest Issues
Gold Repatriation, My Updated Portfolio and Some Thoughts On the Use of AI
A wee farm on the Crown Estate, Glen Livet just over the hill from us: the home of some of the best Charolais cattle in the country.
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CENTRAL BANKS REPATR...
AI DEBT, CREDIT MARKETS AND THE NEW PRESSURE ON GLOBAL INTEREST RATES
September 2026
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Sometimes there is just so much to worry about, I think we should all take a chill pill and be more like my horse Danny, here having a roll in...
Potential for Short Term Volatility in the Gold Market
In the short term (next few weeks) real rates and the 2s–10s spread will probably create some short-term weakness in the gold price.
• Real yields have pushed to new highs which is mechanically bearish for gold in the very near term becaus...
Of Blackcurrants, Crisp Autumnal Evenings and Gold as a Portfolio Diversifier
Every year - in late Summer this far North - we make blackcurrant cordial, or Ribena if you buy it in the shops, except of course, Ribena is a brand name which used to be owned by SmithKline Beecham and is now owned by Japanese giant, Sunro...
Has Wheaton Paid Too Much for its BHP Silver Deal?
Accompanying downloadable files (two):
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Wheaton Silver Deal Valuation Model
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Wheaton Silver Deals Report
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Europe defends itself by defending Ukraine ...
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