Friday’s Shakeup and Taking Profits
A lot has happened this week with President Trump threatening to hike tariffs on China. It has led me to reduce risks in the portfolio, to take the edge off, and lock in some profits.
Latest
Venture: Asian Conglomerate
The Asian recovery is upon us. The MSCI Asia Index ex Japan has been lagging the world since 2010, but that has turned. Led by Hong Kong and Singapore, Asian stocks are starting to deliver.
Cleaning Up
The importance of hygiene has rarely been more relevant, and our next recommendation carries this torch. After a decade of strategic errors and poor execution, the company has overcome its struggles, and its quality is shining through again.
When to Sell Your Gold?
This gold bull market is about price, rather than excessive speculation. The market is hot, but it’s not red hot.
Hesitation at the High
Bitcoin’s ByteTrend Score remains a 5, despite yesterday’s pullback. With gold at $4,000 for the first time in history, Bitcoin has a challenger.
The Real Willy Wonka
After a period of rapidly rising costs, the situation appears to have stabilised, and the chocolate industry is adapting to a new normal. I sense an opportunity.