Venture: Update
The April market recovery has been impressive, but less so for gold and the metals.
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Bitcoin Welcomes Charles Schwab
There’s nothing like the financial establishment giving its seal of approval for the space to be taken more seriously.
Smaller Companies and Technology in Emerging Markets
This week, we make a change in each portfolio to capture the developing investment themes.
Venture: Payments
The global payments sector was a strong growth story pre-pandemic. Now, payment stocks are showing promise again.
Venture: FinTech
I have highlighted the increase in the money supply, and this company is likely to participate in a strong momentum-led environment.
Adding Momentum
Flash Note; The April rally in stocks has been strong, and fears of a bear market have subsided. The energy