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 | 100 | Subscribers | Read | jeroenblokland.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Myth of 60-40: Time to Wake Up!
As you know, I love a good chart—especially one that delivers a powerful message. My latest chart might just be the wake-up call many investors need. While traditional portfolios suffer from the drag of bonds, those focused on scarce assets...
Tariff Nonsense!
In our increasingly polarized society, political messages are often woven into economic analyses. With the U.S. presidential election on the horizon, such messages are multiplying, frequently distorting the truth.
Chinese Super Printer!
In recent weeks, the newly announced Chinese stimulus measures have sparked widespread debate about whether this is what it takes to get China out of its mess. I believe the magnitude of this stimulus wave is being vastly underestimated. If...
Geopolitics aside, things look pretty solid
Spiking tensions in the Middle East have been driving markets recently as risks of further escalation are elevated.
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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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