Wasif
Wasif30 year investment professional. Fund manager and macro junkie
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 15 | Subscribers | Read | sarmayakar.substack.com |
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The Patience Premium: Gold's Pullback
# Key points
Sarmaya Partners
We believe secular themes drive markets over multi-year cycles and outpace broader benchmarks. Our overall strategic theme, Return to Tangibles, along with the tactical sub-themes remain in place and continue to contribute to the 2025 YTD p...
Gold at new high with Silver nearing its high
The “Everything is Awesome” market rally continued in 3Q with the S&P 500 Index and Nasdaq 100 Index posted new all-time highs.
Are we already in the next U.S. dollar bear market?
There have been three major dollar bear markets in the last 60 years. We may be at the start of the fourth.
Authors
The writers behind this newsletter.
30 year investment professional. Fund manager and macro junkie
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