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.
Latest
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.
Protecting Capital
Most stockmarkets are now feeling the pinch, but US large caps, once again, are making things look better than they are.