Venture: USA Software
Software stocks had a shock move last year as the threat from AI grew. While few doubt the potential for disruption, the selloff has been overdone.
Latest
Inside Our First Year of Building a 25-Stock Quality Portfolio
In this Q2 2026 Review webinar, we discuss our Quality investing strategy, who it's for, why we launched it, why now, and what makes a great company.
Venture: European Chemicals
After a prolonged consolidation, the European Chemicals sector is on the move, and this company just reported its best quarter in years.
On Holiday Next Week
I am away on holiday next week, and Kit will oversee things if anything needs to be published.
Gold Smells QE
Is the government buying bonds? That sounds like QE to me, and gold likes that too.
Validating Bitcoin’s Buy Signal
Periods of unusually low volatility don’t last for long and soon lead to a decisive move. That could be up or down, but in Bitcoin’s case, eight out of the nine signals were up.
