Investment Strategy Insights

The latest research & strategic thinking from Tristan Capital Partners

From Simon Martin, Chief Investment Strategist & Head of Research

Traditionally I take a break from the regular chart drop for August...

Traditionally I take a break from the regular chart drop for August, so this will be my last ISI Chart Drop email to you all until early September. My parting message for the break is on the next note ... play offense properly and you get good defense!

I hope you have a great break and look forward to picking up with you all in early September.

Kind regards

Simon

Tight supply ... best form of defence...


As George Washington said ... 'best defense is ... a good offense' ... in our market ... supply is the best form of both ... its the only real defense against the demand risk of recession and the best form of offense when you swing into recovery ... equally it's also the only true way to ensure you hedge inflation ...

SUPPPPPPPLY ....