We Need to Discuss Bitcoin
Most stocks and bonds won’t do well in a high-inflation environment. On the other hand, real assets ought to fare much better.
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Venture
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ByteTree Venture: Our Value and Momentum Strategy Explained
In this webinar, Charlie and Kit unpacked how Venture’s value-and-momentum process works in practice.
Oil Shock Drives Bond Yields
In light of the continued rise in bond yields, I have decided to take some defensive action in the portfolios and reduce exposure to property.
Venture: Sugar Rush
Sugar prices are finally rising again, and this time, rather than the commodity, I have found a producer with high operational leverage.
Early Signs of an Alt Rally
When these signals start to sing, you can either embrace them or ignore them. I vote for the former. If not now, then when?
Venture: Banking in Brazil
Issue 142; 💡Note: Due to the US market closure yesterday for Labor Day, Venture was delayed by 24 hours. Brazil