Venture: EM Chemicals
This is a cyclical industrial recovery, and today’s company is well placed to benefit. What’s more, it trades on a rock-bottom valuation.
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Ethereum Is Scaling Fast
The combination of higher transaction throughput and lower gas fees suggests that Ethereum's scalability upgrades are working as intended.
Sticking With Staples
American Consumer Staples stocks are up 15.4% in the last three months, while US tech stocks are down 1.
Strengthening the Foundations
This week, I take profits from biotech and Japanese banks, and shift into two of the world’s greatest companies.
Venture: UK Chemicals
Chemicals are rallying as part of the global recovery in cyclical stocks. We researched the opportunities and have found another gem.
Flash Note: Voting Advice
A shareholder vote is near for one of our long-term holdings. Advice is laid out below.