Smaller Companies and Technology in Emerging Markets
This week, we make a change in each portfolio to capture the developing investment themes.
Latest — page 3
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
Bitcoin Welcomes Goldman Sachs
The Morgan Stanley Bitcoin ETF raised $86m in its first week, and now Goldman Sachs will soon launch their Bitcoin ETF.
The Money Supply Boosts Markets
While we humans react negatively to bad news, it’s one of those times to remind ourselves what drives financial markets.