Strap in!
Review of the 🐿️'s BUSHY™ Multi Asset ETF Portfolio and live Acorn trade ideas. 2025, Week 28.
In case you missed it, the weekend note came out early on Sunday morning EST. In it, the🐿️ revisited the Wizards of Zug (Glencore). Do check it out!
A Zug Investigation
The 🐿️ has always been strangely intrigued by the resource giant Glencore. Two decades ago, I recall frequent trips to Baar, the heart of the commodity trader’s operations nestled in the Zug Canton foothills of the Swiss Alps. Back then, we bankers were working to assist a secretive company that was quickly outgrowing its cap table to delay the inevitable - a public listing of its shares...
The BUSHY™ Portfolio - Week 28
BUSHY™ held pretty well last week notwithstanding the end of week ‘tariff bomb’ assault on international equities. If you are struggling to understand the latest political sanctions tariff package on (trade surplus nation!) Brazil, don’t be alarmed, neither does the Director of the National Economic Council. Oh boy!
