Mileura Newsletter

February 5, 2020

The aim of this letter is to highlight views on current global financial markets. What looks cheap, what looks expensive and most of all to generate discussion.

The aim of this letter is to highlight views on current global financial markets. What looks cheap, what looks expensive and most of all to generate discussion.

The focus will predominantly be focused on macro and commodities – with a soft spot for cotton, coffee, iron ore and the grains markets.. but liable to tread off topic as and when I see fit.

I try to stay away from tech and other trendy areas as I have no edge in that space.

Download PDF