What’s Gold Really Telling Us?
One of the mysteries of this equity bull market is its drivers. The consumer is weak, wages are softening, house prices have peaked, industrial demand remains slack, and global logistics have slowed.
Latest
Venture: USA Oil
We shifted focus to global oil producers in search of value, and we believe we have found one based in the US.
Gold Steals the Limelight
Bitcoin’s ByteTrend Score has dropped back to a 2. Things were looking promising just a week ago, and Bitcoiners are struggling to understand why.
Finding the Safe Havens
I am most pleased that both the Whisky and Soda Portfolios have had a good year without chasing the high-risk investments that are driving this market.
Venture: China Retail
The final choice for the most interesting stock this week was a fast-growing Chinese retailer, which seemed to have its ducks in a row.
Innovative Immunology: Danish Healthcare Leader
Our next recommendation is field-leading in precision medicine. Founder-led, it has a strong culture of innovation and excellence, impressive revenue growth, and rising profitability.