Bumper Weekly Summer Note: Sweden on top, crumbling corporate earnings, Numis says buy biotech fund and Russian fascism
Over the next three weeks we've a reduced weekly service (copying our trains). This week, more on uranium as an investment idea, Taiwanese equities look really cheap and investing in modern art
Art goes mainstream - my latest podcast
US platform Masterworks is fractionalizing investing in top-tier contemporary modern art. For an in-depth overview of the platform and art as an asset class, listen to my latest episode of Adventurous in Conversation with Scott Lynn from Masterworks.
Macro: Consumer spending and earnings
Let’s first spool through som…
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