As all Patrons will know, I publish a quarterly outlook for all Patron members, where I run through the top observations for the coming quarter, and discuss key recommendations for asset classes that may outperform.

For the benefit of all readers, I’ve extracted the entire Q1 2019 outlook below, together with some follow up thoughts, in the hopes that we can all learn from this, and improve our investing insights in future.

I’ve also set out a brief summary of my second quarter (Q2 2019) outlook below. The full article is available on Patron at only 2 bucks a month (all proceeds go into the running of this site and the creation of new content), so do consider signing up if