Cash Is King
Markets remain risky. The situation from earlier this year has changed. Since the war in Iran began, the only safe havens have been energy and cash.
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Venture: Transport Tech
Issue 116; This company is a leader in transport technology. It is dirt cheap, with significant cash generation and has
Risk Reduction
The UK 10-year bond yield has made a new high, above the level last seen in 2008. This is happening around the world, but is most profoundly felt by the UK.
Risk Reduction
Spot oil, the price today, is rising sharply, and the greater concern is that future oil prices, what you pay for oil delivery next year, are also rising.
Bitcoin – The Hedge Against War
Bitcoin has been the best performing major asset, oil excepted, since the invasion of Iran began. When will institutional investors finally take note?
Quality Assurance
Our next recommendation is a globally diversified TIC that serves multiple sectors, reducing its vulnerability to weakness in any area.
