This week in Exponential Investor

Find out all the top news from Sam and the team

Find out all the top news from Sam and the team

 

This week's recommendations: • China, chips and challenges   • Those who are still working at their desks…   • Two strategies for betting on England   • He bought Bitcoin for $12… Ethereum for $10… Now, he's issuing his next major crypto buy alert. • US Private Equity, oil importers and UK shoppers…   • Oil prices above $100?

China, chips and challenges   VARNA, BULGARIA   One of the two main cities on Bulgaria's sunny Black Sea coast, Varna is a long way from China.   Nevertheless, over my first cappuccino of the morning, I saw three reminders that China is simply too important to ignore.   One of those reminders was a Special Report in The Economist on the 100th anniversary of the founding of the Chinese Communist Party (CCP). Read more here

Those who are still working at their desks…   BRIGITTENAU, VIENNA   If you fly into Vienna Airport, stop off for a cappuccino or a Wiener Melange at the excellent café opposite the enormous electronic board that dominates the Arrivals Hall.   At a glance, you will get insights from that board about what is really happening in Central and Eastern Europe.   On Saturday (3 July) it was obvious that there were a lot fewer flights than normal.   Covid-related restrictions mean that travel across Europe is still limited and disrupted. Read more here

Two strategies for betting on England   Hello again,   Sorry to miss you last week, but I've actually been down with the dreaded virus.   And let me tell you, there's no better advert for getting the vaccine than actually suffering from covid itself. I'm aware that it can affect everyone differently, but my particular case has been quite grim.   Ironically, I was booked in for my vaccine last Wednesday, and was within days of getting jabbed when I finally succumbed to the disease. Read more here

He bought Bitcoin for $12… Ethereum for $10… Now, he's issuing his next major crypto buy alert.   Sam Volkering has helped over 40,000 investors learn about cryptocurrencies.   Learn how to find out the name of his #1 crypto play for the 2020s   Capital at risk. Cryptocurrency is high risk and unregulated

US Private Equity, oil importers and UK shoppers…   Tuesday's edition of Exponential Investor looked at the question of who is actually at their desks and working at a time that many people in Europe and North America are (thinking about being) at the beach….   …and it ended with a note about private equity (PE) investors.   This edition also focuses on work, rather than play, and starts with a note about PE investors. Read more here

Oil prices above $100?   Sam is still away on paternity leave, but luckily I've recovered enough to get chatting with Boaz Shoshan about oil markets and some concerns about the solar market.   Boaz believes oil prices are likely to head higher than $100 per barrel, and I was keen to hear whether he thought this would be a positive for the shift to electric cars and renewables. Read more here

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