Regime Change
On Tuesday, the US reported inflation at 3.2%, down from 3.7% last month. Then, on Wednesday, the UK
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Venture: Small Cap Industrial
Issue 10; A dirt cheap cyclical stock.
Venture: Mid Cap Venture Capital
Issue 9; Significantly undervalued VC Portfolio.
ATOMIC
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It’s Raining Bitcoin ETFs
ATOMIC 91; Over the past month, Bitcoin has surprised us all, doubling down on the idea that it is a
Equities
Flash Note; The market reaction in both the UK and US to the lower inflation data is notable, and I
Focus on Quality
Trades in Whisky and Soda; With financial markets stabilizing, I am adding two new investments to the portfolios. It is