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Charlie Morris

Charlie Morris

My Journey in Finance: Riding the Escalators

My Journey in Finance: Riding the Escalators

This series introduces my experiences with momentum investing. I kicked off with Why Momentum Works and, last week, How to Build a Momentum Fund. Please take a look at these before you continue. There are many effective equity investment strategies such as quality (great companies over the long term), value

Lost Decades

Lost Decades

With inflation, taxes, strikes, political discontent, and gold soaring, it feels like the 1970s, except no one is wearing flares. I mention it because the 10-year bond yield is rising again, which means the price of bonds is falling in what could turn out to be the sixth downturn for

Meet the Resistance

Meet the Resistance

ByteFolio Issue 130; 💡This issue covers ApeChain (APE) and Ethereum (ETH). One last hurdle until the price of Bitcoin meets fresh air, and that’s the resistance associated with trading zone above $55,000. It is strange to see the bars that remind us of how Bitcoin hasn’t actually

Glitter or GLTER

Glitter or GLTER

Atlas Pulse Gold Report Issue 98; The World Gold Council (WGC) has tackled gold’s long-term “expected return” (GLTER), a forecasting method for the returns of an asset class. Traditional financial assets have widely accepted expected return frameworks, and until now, gold has been the exception. Highlights Expected Returns Glitter

My Journey in Finance: How to Build a Momentum Fund

My Journey in Finance: How to Build a Momentum Fund

Last week, I kicked off this new series by introducing why momentum works. Please have a look at Why Momentum Works before you carry on. To build a global momentum fund, you can’t look at every stock in the world; you have to cut that down to size. Too

Venture: Digital Value Update

Venture: Digital Value Update

On Tuesday, 7 October, Digital Value (DGV) was in the news as there was a raid by the tax authorities on their offices over “alleged corruption in public procurement contracts”. DGV was suspended on the Milan stock exchange in the morning. On Wednesday, we learnt that the board appointed Paolo

Clearing the Decks

Clearing the Decks

Trade in Whisky; Last week, I wrote about China, and the key takeaway is that China has been allocating, in some cases misallocating, vast amounts of capital for a very long time. We have all seen the ghost developments, bridges, dams and high-speed rail. Much of it is impressive, and