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Charlie Morris

Charlie Morris

The Passive Bubble

Trade in Soda; Passive investors are currently not passive at all; they are growth investors, and massively so. We are at one of those times in history when being a passive investor is a very bad idea. Passive investing, whereby you hold low-cost index funds, is an efficient way for

The Bitcoin Gap Widens

The Bitcoin Gap Widens

💡This issue covers Chainlink (LINK), Raydium (RAY), Render (RENDER), Pendle (PENDLE), and more. ByteFolio Issue 156; Bitcoin remains in an uptrend; it is looking good. Bitcoin ByteTrend Score 5 of 5 But the dollar has fallen by 10% this year, and that has weighed on the market. The same chart

BitDAQ All-Time High

💡This issue covers Sui (SUI), Curve Finance (CRV), and Ethereum (ETH). ByteFolio Issue 155; In a stunning turn of events, the price of Bitcoin has broken higher, and the ByteTrend score is back to a 5. The bull has returned. Bitcoin ByteTrend Score 5 of 5 Even better is that

Black Smoke, Gold, and Bitcoin

Trade in Whisky; I hope you had a good Easter break. If you were watching US markets on Monday, you may have been surprised by the market’s reaction to the Pope’s passing. Digging a little deeper, I discovered it was President Donald Trump who had branded the Federal

Q1 2025 Performance Review

As a matter of record, I publish performance data for the two portfolios in the Multi-Asset Investor, Whisky and Soda, for Q1 2025. With Trump’s tariffs announced on Thursday, 2 April, much has happened over the past two weeks, making Q1 a distant memory of market calm. Regardless, I

DataGroup SE (D6H) Bid

DataGroup SE (D6H) Bid

“Bidder intends to launch a public purchase offer for all outstanding shares of DATAGROUP at a price of EUR 54.00 per share in cash… The management board and the supervisory board of DATAGROUP, which have approved entering into the investment agreement today, support the Offer which they consider to

Life’s Essentials - Food and Clothing

Trade in Whisky; I hope you’ve survived the recent turmoil. It has been a stressful two weeks, and my highest priority has been capital preservation. That has meant reducing portfolio risk in the areas that might be impacted by the new world chaos. This week, I add a new