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Charlie Morris

Charlie Morris

Emerging Market Internet

Emerging Market Internet

In last week’s flash note, I highlighted the opportunity in Emerging Market Internet Stocks and the ETF that tracks them, EMQQ. Just to confuse you all, EMQQ is the USD ticker, and the company’s brand name. The GBP ticker is EMQP. I shall refer to the index as

When’s Alt-season?

When’s Alt-season?

ByteFolio Issue 105; Crypto breadth has slumped. The recent peak occurred on 13 March, shortly before halving, and has dropped back to less excitable levels. At this point, there are still few downtrends by bear market standard, because it takes time for the 280-day moving averages to turn down. That

Happy Birthday BOLD

Happy Birthday BOLD

On 27th April 2022, I rang the bell at the SIX Exchange in Zurich to launch the 21Shares ByteTree BOLD ETP (BOLD SW). It was an unfortunate time as Bitcoin soon faced one scandal after another, and within weeks, BOLD had slumped below the world’s stockmarkets. BOLD ETP Versus

Predictions for Bitcoin’s Fifth Epoch

Predictions for Bitcoin’s Fifth Epoch

ATOMIC 96; The last two halving cycles saw post-halving October breakouts, but it happened in 2013 as well, albeit a second run on that occasion. Little wonder it’s called Uptober. If I had to guess, I would go with a repeat of that thesis in 2024, as it would

Venture: Small-cap Industrial

Venture: Small-cap Industrial

Issue 24; Read all about it.

Opportunity in the Orient

Opportunity in the Orient

Flash Note; It has been a while since I issued a flash note for the Whisky Portfolio, but there has been a notable breakout in China, and I believe we should take it seriously.

FTSE All-Time High on a Weaker Pound

FTSE All-Time High on a Weaker Pound

Trades in Whisky and Soda; I joined "the city” (London financial district) in April 1998, when the FTSE 100 was flirting with the 6,000 level for the first time. Yesterday, it breached 8,000 some 26 years later. Luckily, I found other things to invest in over the