Tech Supply Chain Tracker (04-Jan-2025): AI agents: helper or threat?
Rise of AI agents brings benefits and risks, Taiwan tightens tech export restrictions, US gov seeks to ban Chinese drones, China restricts 28 US...
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Weekly Stock Bullfinder - Week of 4/17
The focus now goes back to company earnings and forward guidance and whether slowdowns picked up on ISM, PMI, and regional Fed surveys are now...
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Ecognosis Advisory Ltd - ECONOTE No. 111 Investing in the Defence Sector
In Econote No. 110 ( Nov.Dec 2022) we broached the topic of investing in the Defence sectors of various West and Asian economies.
SaltLight Capital Management Q3 2022 Co-Investor Letter
SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. Our investment process...
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Vltava Fund Q3 2022 Letter To Shareholders
We may have different expectations concerning inflation, interest rates, or economic growth, but, at the end of the day, what we buy will...
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