Money Back to Work
We are awash with cash, and I need to put it back to work. As a value seeker, there is plenty to do that is detached from the bubbles and manias.
Latest
Venture: LATAM Natural Resources
This week’s GTI models showed strength in Brazil. The market is cheap and has historically moved in sync with commodity prices.
Venture Gold Update
With the recent correction in the gold price, I am updating ByteTree Venture clients on the gold mining stocks.
Alpine Advantage
Switzerland’s pharmaceutical dominance is built on an ecosystem of self-reinforcing factors, creating a competitive advantage that is hard for other nations to replicate.
Bitcoin ETNs London Launch Disappoints
This has been the most disappointing October since the bear market of 2014, which saw a 12% drop. The uptrend is under threat.
Gold, TIPS, and Linkers
Since 2022, the price of gold has soared, and thankfully, we have held it. Prior to that, gold had sat comfortably in a regime whereby the price mirrored real interest rates.