Sanctuary in Asia
The ByteTree Portfolios have been on the right side of the big trends over the past 15 months, but on the wrong side over the past 7 days. The dollar has risen alongside oil, and both have slid back in yesterday’s reversal.
Latest
Venture: Crisis and Opportunities
There is a tail risk that this conflict drags on. In that scenario, equity markets feel mispriced.
Risk Reduction
Flash Note; As I wrote on Tuesday, it is clear that the stockmarket market has had its best days this
BOLD
·
Bitcoin and Gold Record Divergence
Gold’s volatility has risen sharply while Bitcoin’s has remained stable, and so the BOLD Index has increased exposure to Bitcoin at the expense of Gold.
Every Cloud has a Silver Lining
Events in the Middle East have not been well-received by financial markets. The greatest fear stems from rising energy costs and the uncertainty about when they will end.
Venture: Update - Middle East
The missile strikes on Iran have stirred markets with large moves in natural gas, oil, and precious metals. The dollar is also up.