Taaffeite Capital Management - TCM Global Index Fund - Liquid Alpha Program

26/02/2024

Resilience of market to negative news last week has been impressive.

2024 is presenting a number of opportunities for global macro investors:

1. Strong Real Household Income Growth: An increase in real household income is stimulating consumer spending, which is a significant driver of economic growth.

2. Higher rates cause ongoing stress for some sovereigns and pockets of corporate and consumer sectors. Further disinflation could open the door for a weak "Fed put", especially later in 2024.

DISCLAIMER: Past results are not necessarily indicative of future results. Information believed reliable but not guaranteed. Taaffeite Capital Management, LLC is a member of NFA and is subject to NFA's regulatory oversight and examinations. However, you should be aware that NFA does not have regulatory oversight authority over underlying or spot virtual currency products or transactions or virtual currency exchanges, custodians or markets.

22/02/2024

Inflation forecast for 2024 and 2025 shows a slight deceleration from the peak, with the all-items index increasing by 3.1% YoY in January 2024, a slight drop from the 3.4% increase seen in December. However, the core CPI accelerated 3.9% YoY, exceeding expectations. Despite the optimism for a continued decrease in inflation, the current report suggests the Fed may need to keep rates higher for longer. Stay tuned for more updates!

DISCLAIMER: DISCLAIMER: Past results are not necessarily indicative of future results. Information believed reliable but not guaranteed. Taaffeite Capital Management, LLC is a member of NFA and is subject to NFA's regulatory oversight and examinations. However, you should be aware that NFA does not have regulatory oversight authority over underlying or spot virtual currency products or transactions or virtual currency exchanges, custodians or markets.

04/09/2022

https://newatlas.com/energy/coaxial-vertical-floating-wind-turbines/

Norway's World Wide Wind has a radically different take on offshore wind power. These floating, vertical-axis wind turbines (VAWTs) feature two sets of blades, tuned to contra-rotate – and they promise more than double the output of today's biggest turbines.

01/07/2022

This building Cold War 2.0 we are spiralling into feels very different and ominous. It seems driven by the 0.1% of the wealthiest nations, to stop the 25 year rapid rise of global working class. The 0.1% are trying to show they still control the game, but this time the working class (with 90% of global population) don't seem to be as quick to tow their line. The world enters a period of rapid sea change.

21/03/2022

Fake news is a very big problem for society. We need to teach world history and world geography better with less biases. People are generally quick to form opinions despite very little knowledge, and only hear what they want to hear.

21/03/2022

Interesting maps 03

21/03/2022

Interesting maps 02

21/03/2022

Interesting maps 01

11/02/2022

Inflation spooking markets

22/12/2021