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Be Wary of Undervalued Investment Trusts

Be Wary of Undervalued Investment Trusts

I want to remind you what we are waiting for, especially in the Soda Portfolio. There are dozens of investment trusts (and closed-ended funds), some quite large and liquid, which offer compelling value. This is a follow-up to my last piece, but it has been right to hold back because

Bitcoin Leads the Way

Bitcoin Leads the Way

💡This issue covers Bitcoin (BTC), Arbitrum (ARB), TRON (TRX), crypto in Israel, and tokenization. It is becoming apparent that crypto is settling down. The weak projects are on their way to zero, but a new leadership group is emerging. I am interested in Chainlink (LINK), Solana (SOL) and TRON (TRX)

The Comedy of Inflation

The Comedy of Inflation

US consumer price inflation rose to 3.7% (core 4.3%) against the Fed’s target of 2%. An American comedian posing as a Nobel Prize-winning economist, Paul Krugman, said that if you exclude food, energy, shelter and used cars, then inflation was below target. The trouble with Krugman’s

Venture: UK Mid Cap

Venture: UK Mid Cap

Issue 6; A UK growth stock that has derated, pays a good dividend, is buying back stock, and the analysts think it’s more likely to double than be a value trap. Taking Profits on Restaurant Group (RTN) following the bid.

Venture: European bank

Venture: European bank

Issue 5; A bank that was recently scrutinized and deemed to be significantly undervalued by the analysts.

Southern Asian Growth Outshines

Southern Asian Growth Outshines

Trade in Whisky; Bond yields have been pushed higher again, but there was a relief yesterday when a Fed official said that this was helping with their tightening efforts. The higher yields would reduce the pressure to keep raising rates, which the markets took well. The trouble is that yields

Bitcoin (and Gold) in Turkey

Bitcoin (and Gold) in Turkey

💡This issue covers ByteTrend, Ethereum (ETH), THORChain (RUNE), Chainlink (LINK), and crypto adoption in Turkey. Over the past year, Bitcoin is +42% while ETH is +22%, yet it is commonly perceived that alts are supposed to outperform when prices are rising. I am highly focused on risk management, and if