Venture: Crisis and Opportunities
There is a tail risk that this conflict drags on. In that scenario, equity markets feel mispriced.
Kit Winder
Latest
Venture: Update - Middle East
The missile strikes on Iran have stirred markets with large moves in natural gas, oil, and precious metals. The dollar is also up.
Evaluating Catastrophic Risk
Defensive, high margin, and with a long history of outperforming the market in times of stress, this market leader in reinsurance is a natural fit for the ByteTree Quality strategy.
Venture
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SolGold (SOLG)
SolGold is in discussions about a takeover by Jiangxi Copper. It held a Court Meeting and a General Meeting on
Venture: EM Chemicals
This is a cyclical industrial recovery, and today’s company is well placed to benefit. What’s more, it trades on a rock-bottom valuation.
Sticking With Staples
American Consumer Staples stocks are up 15.4% in the last three months, while US tech stocks are down 1.