Venture: Oil Producers
The outperformance of the oil refiners over the oil producers has been remarkable, but it may be time to switch.
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The Multi-Asset Investor Quarterly Investor Letter: Q3 2026
I believe change is coming, and investors who stick with diversification and sound financial analysis will weather the storm.
Bitcoin Leads Asian Tech
You’d think TradFi investors would be more excited about Bitcoin, given that Nasdaq remains the most-talked-about theme while Bitcoin is stepping back up.
Stronger for Longer
Despite the messaging, crude is not selling off. The market believes that oil will be stronger for longer.
Venture: UK Payments
The UK payments sector has transformed. Today’s company trades at 2006 levels, with rising sales and strong cash flow.
Quality: Staying True
Other than high growth stocks, at least while it lasts, few stocks like higher rates, but quality stocks have a history of proving resilient in a crisis.