Venture: Update
The problem for value investors in this market is not the lack of cheap companies to buy, but the lack of interest in them.
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Venture: Update
The April market recovery has been impressive, but less so for gold and the metals.
Venture: Payments
The global payments sector was a strong growth story pre-pandemic. Now, payment stocks are showing promise again.
Venture: FinTech
I have highlighted the increase in the money supply, and this company is likely to participate in a strong momentum-led environment.
Venture: Update
Gold is a store of value, but aluminium is more of a store of energy. It makes me wonder how much things could change should this energy crisis persist.
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.