BOLD
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Debasement Drives BOLD
August was a strong month for the debasement trade as the US Treasury intervened in the bond market.
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Venture: USA Software
Software stocks had a shock move last year as the threat from AI grew. While few doubt the potential for disruption, the selloff has been overdone.
AI Agents: Crypto's Next Frontier
AI agents are moving from chatbots to autonomous actors that transact, and crypto is racing to become their settlement layer.
Inside Our First Year of Building a 25-Stock Quality Portfolio
In this Q2 2026 Review webinar, we discuss our Quality investing strategy, who it's for, why we launched it, why now, and what makes a great company.
Venture: European Chemicals
After a prolonged consolidation, the European Chemicals sector is on the move, and this company just reported its best quarter in years.
On Holiday Next Week
I am away on holiday next week, and Kit will oversee things if anything needs to be published.