Venture: Soft Commodities
For the first time, Venture looks at agricultural commodity prices and selects the one most likely to perform during this oil shock.
Kit Winder
Latest
Quality Assurance
Our next recommendation is a globally diversified TIC that serves multiple sectors, reducing its vulnerability to weakness in any area.
Venture: Digital Assets
The price of Bitcoin is rebounding, and if that continues, crypto-related stocks will follow suit.
Quality's Peace Dividend
In the short term, quality stocks have similar market reactions to bonds. They are stable companies with resilient cash flows,
Venture: Crisis and Opportunities
There is a tail risk that this conflict drags on. In that scenario, equity markets feel mispriced.
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.