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Charlie Morris

Charlie Morris

Another Momentum Crash

Another Momentum Crash

Gold is up while oil is down, which means uncertainty is booming while the economy is weak. Outside of the 2014 surge in shale production, a weaker oil price has always warned of trouble ahead. Oil Marks the Economic Cycle Oil is once again in a downtrend but has yet

Crypto Breakout

Crypto Breakout

ByteFolio Issue 86; 💡This issue covers Bitcoin (BTC), THORChain (RUNE), dYdX (DYDX), Celestia (TIA), and The Open Network (TON). Why are Bitcoin and crypto so strong? The quick answer is the outlook for lower rates, which has weakened the dollar, but there’s always more to it. We haven’t

Another Momentum Crash Is Coming

Another Momentum Crash Is Coming

This feels like one of those moments when the stockmarket is about to soar. I don’t mean the index necessarily, but the cheap stuff that is all around us. When I look at popular large caps, I find them terrifying and struggle to see why anyone would own them.

ByteTree BOLD Index

ByteTree BOLD Index

Monthly Rebalancing Report; The BOLD Index has recently made an all-time high. Following rebalancing on 30th November 2023, the new weights for the BOLD Index are 25.3% Bitcoin and 74.7% Gold. The Vinter ByteTree BOLD1 Index (BOLD) invests in Bitcoin and Gold. BOLD combines the world’s two

Venture: Mid-Cap Bank

Venture: Mid-Cap Bank

Issue 12; A cheap British bank.

Munger’s Silver Trade

Munger’s Silver Trade

Atlas Pulse Gold Report, Issue 88; Berkshire sold their silver hoard at a modest profit and later regretted the trade, probably because it went against their ideology to “never bet against America” and their establishment credentials. The critics would say they were happy to punt silver when Berkshire Hathaway was

Venture: Mid-Cap Engineering

Venture: Mid-Cap Engineering

Issue 11; An undervalued good company.