Quality Portfolio Update
Every month, we will discuss developments at a few of our recommended companies. As we are only starting to build
Latest — page 5
Blue-Chip Bitcoin
Bitcoin’s ByteTrend Score is back to a 5, but it doesn’t feel like or even look like it. But today is the first day of the long-awaited October, and it is best to give it the benefit of the doubt.
What’s Gold Really Telling Us?
One of the mysteries of this equity bull market is its drivers. The consumer is weak, wages are softening, house prices have peaked, industrial demand remains slack, and global logistics have slowed.
Venture: USA Oil
We shifted focus to global oil producers in search of value, and we believe we have found one based in the US.
Gold Steals the Limelight
Bitcoin’s ByteTrend Score has dropped back to a 2. Things were looking promising just a week ago, and Bitcoiners are struggling to understand why.
Finding the Safe Havens
I am most pleased that both the Whisky and Soda Portfolios have had a good year without chasing the high-risk investments that are driving this market.