Software on Sale
High Quality, Deep Value; They say that when the time comes to buy, you won’t want to. This week,
Latest — page 3
Real Interest Rates Provide a Headwind for Bitcoin
The malaise comes from the macro, where real yields are rising. The best news I can deliver is that they won’t rise forever.
BOLD
·
Hard Assets Correct as Real Interest Rates Surge
Equities have recently begun to outperform hard assets as rising real interest rates have strengthened the US dollar.
Venture: Biotechnology
Issue 132; Biotech is still showing signs of strength, and we add another gem to the portfolio.
AI Drives Genomics
Trade in Whisky; This week I’ll be revisiting biotech and genomics, but before we get there, I will address
The International Toll Booth
The "SaaSpocalypse" was based on an uncertainty shock. An industry which had a very narrow set of possible