Venture: Mid-Cap Insurance
Issue 18;
Beep beep.
Charlie Morris
Bonds Back in Decline
Trade in Soda;
An uptrend is a series of higher highs and higher lows. In contrast, a downtrend is a series of lower highs and lower lows. The great hope was that the bond bear market was over and interest rates would decline. Yet, in the few weeks of this
Crypto Breadth Is Back
ByteFolio Issue 95;
The ByteTree Crypto Average (BCA) is on 5 stars again, which simply means the average token is going up, and this rally could have much further to go.
BCA Is 5 Stars
We also see the dollar breadth very strong on this five-year chart. It is heading
The Bitcoin Surge
Bitcoin is up 23% this year, which can be added to the +57% move in Q4 2023. It’s all about the huge flows of cash into the new Bitcoin ETFs in the USA. The leading funds from iShares, Fidelity and ARK 21Shares (ByteTree’s partner) have amassed nearly $12
Asset Managers
Trade in Whisky;
I joined the asset management business in April 1998, a time when asset management stocks were riding high. The stockmarket was booming, and tracker or index funds were already well established but considered dull. For the asset managers, the money was made in active management, where the
Bitcoin, Gold and Liquidity
I had the good fortune to talk to Michael Howell, the MD of CrossBorder Capital, which he founded in 1996. Armed with a PhD in economics, time at ING Barings in the 90s, and Salomon Brothers in the 80s, he has become a leading authority on market liquidity. It is
The Opportunity in Airlines
Trade in Whisky;
In this issue, I am going to look at the airline sector, where we are witnessing a post-pandemic travel boom that shows no signs of abating. Furthermore, the price of oil has stabilised, which is one of the most important factors for their profitability.
Against that, we
