Alot going on in the world. A Middle East escalation, few seem to care, and a New Unelected PM ( well come on, we’ve had a few of those before!)
On Portfolios & Alpha:
Nutstuff has zero interest in an Index bias here even if APPLE is at ATH’s, we are absolutely ACTIVE at Nutstuff.
Here with see some examples of UN-correlated Alpha in July alone..
Nutstuff absolutely has a favourite UK Energy & North Sea stock (2), a favourite China name, 2 highlight 2 key themes…
July 20, 2026 171
