The Market Routine - For the Sovereign Investor
jeroen bloklandGet the most powerful charts and stories that drive markets and help you take control of your investments. Special focus on debt, stocks, gold, and bitcoin.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 97 | Subscribers | Read | jeroenblokland.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Geopolitics aside, things look pretty solid
Spiking tensions in the Middle East have been driving markets recently as risks of further escalation are elevated.
China is Literally a Copy of the United States!
There's a common misconception among investors that because China has adopted a different financial and societal system than the United States, the two countries must be fundamentally different. But this couldn't be further from the truth. ...
This Must Be the End of the Rally
For days now, I've been captivated by the chart showing household stock allocations. The prevalent interpretation seems overly simplistic: this high allocation signals the end of the stock market rally. But I have a very different take—one ...
It's time for traditional investors to update their outdated view on Treasuries!
The views of traditional investors and mainstream financial media are heavily skewed. When stocks go down, many bears wake up and call for a financial crisis of epic proportions. When gold dives, the media creates loads of headlines stating...
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Authors
The writers behind this newsletter.
Founder and manager of the Blokland Smart Multi-Asset Fund, investing in a smart combination of scarce assets: quality stocks, gold, and bitcoin.
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