Thriddio’s Substack
Thriddio Asset ManagementNow go take a risk...
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Founded | 3 years ago | Last Issue | 3 months ago |
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thriddio.substack.comLatest Issues
TypewrAIters
Firstly, we’d like to aknowledge there has been a most lengthy gap between our latest article and this. We have been busy with business development and other administrative tasks, with little time left for the substack. Now onto it:
As...
The denomination of the denominator
Wishing our readers were in receipt of an enjoyableness during August, we continue with our regular writing after the summer break. Bear with us for this post will be more abstract than usual.
Nothing like price action to change sentiment....
Disinflating the burden
As frequent readers will know, we have not been expecting any inflation for a while. Our portfolio benefited greatly from some reflationary trades back in 2021-22 but that was about it. We keep a close eye on many inflation indicators, comm...
Inflection point?
Despite a rather wrongly timed call shorting gold miners, March was a great month for our portfolio, up 55bps in absolute terms while the global macro peer group was down -2.45% .
Top contributors were of course our hedges (short SPX, tech...
Dust covers
We’d like to begin this note with some commentary on the tactical trade that inspires the title: short goldminers via .
But before that, we want to clarify we have, and have had for ages now, a structural bullish view on gold and not an u...
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NOT Investment advice. Market views and thoughts off Thriddio’s trading desk. Now go take a risk.
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