venture

Issue 66; With gold making a new all-time high, we have reviewed the gold mining sector and now present another opportunity for a company that is beating the sector, with a rerating to look forward to.

Issue 65; Trump has stepped back from the worst of the tariffs, and the market has rallied. Yet, huge damage has been left behind. UK large-caps (black) have held up well, but small- and mid-caps have fared worse. Yet, the dollar is down, and the Nasdaq futures, which rallied last

Issue 64; Given recent events, we have been looking for opportunities in markets which are both insulated from tariffs and offer a good opportunity.

Issue 63; The property market has faced tough conditions in recent years. UK-listed property trades at roughly the same levels as it did in 2005. A property boom preceded the financial crisis of 2008, and the market never quite recovered thereafter. Then came the pandemic, where people worked from home,

Issue 62; Despite the rotation towards Europe, we are yet to see moves in the UK with small and mid-cap indices. Worst still is the FTSE AIM Index, which continues to slump. It is at the same level as at the March 2020 slump. Since then, the UK has had

Issue 61; The price of steel has started rising while iron ore remains soft. Iron Ore and Hot Rolled Steel Futures I asked Grok (AI on X.com) why iron ore is down, and steel is up. “Iron ore is down due to weak demand, ample supply, and a shift