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The Polaris Letter

Nathan Lewis

"Smart Beta" Asset Allocation strategy with a Global Macro theme.

Platform
Substack
PricingFreemiumPublishesMonthly
Issues96SubscribersRead polarisletter.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

PL September 2025: Gold Moves Higher

Currencies fall lower.

3 months ago
1
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PL August 2025: AI Economics

The Golden Age of Mind Control.

4 months ago
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PL July 2025: Incipient "Inflation"

Baked In.

6 months ago
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2
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PL June 2025: More War

No More "Return to Normal"

6 months ago
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2
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Authors

The writers behind this newsletter.

  • Nathan Lewis

    Macro analyst and investor.

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