Knowledge brings clarity

Our market and investment analyses for you

  • 1st quarter

    Compass 1st Quarter 2026

    The Great Debasement: Structural dollar weakness

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  • 4th quarter

    Compass 4th Quarter 2025

    Structurally High Government Debt and Its Consequences

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  • 3rd quarter

    Compass 3rd Quarter 2025

    Quality and stability will prevail

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  • 2nd quarter

    Compass 2nd Quarter 2025

    US competitiveness remains strong

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A collection of articles

  • Beyond the Hedge: Why Gold Deserves a Strategic Role

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Documents