Venture: Easing Off
A weak patch doesn’t mean a crash is coming, but every crash was preceded by one. Hence, the current odds of something bad happening have risen.
A weak patch doesn’t mean a crash is coming, but every crash was preceded by one. Hence, the current odds of something bad happening have risen.
In this webinar, Charlie and Kit unpacked how Venture’s value-and-momentum process works in practice.
Sugar prices are finally rising again, and this time, rather than the commodity, I have found a producer with high operational leverage.
Issue 142; 💡Note: Due to the US market closure yesterday for Labor Day, Venture was delayed by 24 hours. Brazil
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.
After a prolonged consolidation, the European Chemicals sector is on the move, and this company just reported its best quarter in years.