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Charlie Morris

Charlie Morris

Venture: UK Consumer

Venture: UK Consumer

Issue 72; The pandemic brought on a thirst, causing the major drink brands to surge. A hangover followed, and share prices have slumped since. Some believe alcohol consumption is on the wane, as the young seek healthier pastimes, but there are still plenty of people who favour a tipple. Growth

Bond Yields in The Danger Zone

The Portfolios have recovered well, which is welcome news, but just as the storm caused by tariffs has passed, a new one brews. Bond yields are rising again, which explains the strength in Value stocks (industrials and financials) and the weakness in Quality (consumer brands). It also explains the resurgence

Bitcoin’s Weak Network Activity

Bitcoin’s Weak Network Activity

💡This issue covers Raydium (RAY) and Chainlink (LINK). ByteFolio Issue 159; Bitcoin has held a ByteTrend score of 5 for nearly a month. The hope is that it will break above the all-time high set during the Trump rally earlier in the year. It seems more likely to happen than

Gold Is Hot, but It’s Not Red Hot

Atlas Pulse Gold Report Issue 104; The notion that gold is a crowded trade is greatly exaggerated. After this enormous rally, it should come as no surprise that gold gives a little back. This will be over when gold is widely owned by investors, budgets are balanced, and there is

USA Rebounds

Trades in Whisky; In a recent turn of events, we have seen the dollar bounce and the US stockmarket along with it. The US Magnificent 7 (Mag 7) large tech stocks (Apple, Google, etc.) have resumed a short-term uptrend against the world index, something which was last seen in January.

Venture: UK Industrial

Venture: UK Industrial

Issue 71; Trade deals have been announced, and that will boost manufacturing exports or at least lift the market fears. This is a high-end industrial technology business that is world-class, and over the past 30 years, it has rarely offered investors the opportunity to buy at these knockdown prices.

$100K Is Here to Stay

💡This issue covers Ethereum (ETH), Aave (AAVE), and Stablecoins. ByteFolio Issue 158; Bitcoin is back above $100k with a ByteTrend Score of 5. This is bullish, and a new high could happen anytime. Bitcoin ByteTrend Score 5 of 5 I go on about this chart, but that’s because it