Tom Dyson is the editor of Postcards from the Fringe and Tom’s Portfolio. He’s a former London banker and money manager.
In 2018, Tom sold his furniture, handed back the keys to his Florida apartment, and set off on a two-year trip around the world. His Postcards from the Fringe e-letter is a chronicle of life on the road with his ex-wife, three kids, and a suitcase.
Tom also documents his thoughts on the markets and the global economy in his Postcards. He’s well-known for his contrarian ideas, among them, buying bitcoin when it was selling for just $6 in 2011… right before it climbed 302,000%… as well as his “all in” bet on gold in 2002, right before it became that decade’s best-performing investment.
But that wasn’t the last time Tom went all-in on gold. Starting in 2018, he bet nearly $1 million on a gold strategy he developed. He believes it could be the biggest moneymaking opportunity of the next two decades. In Tom’s Portfolio, he breaks down the ideal portfolio to take advantage of this strategy.
It’s so different from our old lifestyle, which sucked up all our time and kept us apart.
If my Dow-to-Gold bet is right, this will be the first of 3 recessions over the next decade…
I think we’re going to like it here… Our beds cost $3 a night.
There are cameras everywhere in China, even in private areas. And locals are fine with them…
The past 7 weeks, I’ve been doing a casual boots-on-the-ground assessment of China’s economy.
This is probably the most contrarian, most underpriced risk in the markets right now…