Venture: UK Mid Cap
Issue 6;
A UK growth stock that has derated, pays a good dividend, is buying back stock, and the analysts think it’s more likely to double than be a value trap.
Taking Profits on Restaurant Group (RTN) following the bid.
Charlie Morris
Venture: European bank
Issue 5;
A bank that was recently scrutinized and deemed to be significantly undervalued by the analysts.
Southern Asian Growth Outshines
Trade in Whisky;
Bond yields have been pushed higher again, but there was a relief yesterday when a Fed official said that this was helping with their tightening efforts. The higher yields would reduce the pressure to keep raising rates, which the markets took well. The trouble is that yields
Bitcoin (and Gold) in Turkey
đź’ˇThis issue covers ByteTrend, Ethereum (ETH), THORChain (RUNE), Chainlink (LINK), and crypto adoption in Turkey.
Over the past year, Bitcoin is +42% while ETH is +22%, yet it is commonly perceived that alts are supposed to outperform when prices are rising. I am highly focused on risk management, and if
Bitcoin’s Roll Yield Spikes
ATOMIC 90;
If you went back to April 2021, when Bitcoin was trading above $60,000, and told them what was coming, including the continued institutional absence from the space, few would guess a price above $10,000 today. Perhaps even $1,000. Yet it trades above $27,000 and
Knowns and Unknowns
Trade in Soda;
It’s been another few red days for markets, which has spread beyond bonds. I want to look at the pound, inflation-linked bonds (again), and precious metals. Equities are down, but not by nearly as much as you might think. The pound has fallen 8% against the
ByteTree BOLD Index
Monthly Rebalancing Report;
Following rebalancing on 30 September 2023, the new weights for the BOLD Index are 25.5% Bitcoin and 74.5% Gold.
The Vinter ByteTree BOLD1 Index (BOLD) invests in Bitcoin and Gold. BOLD combines the world’s two most liquid alternative assets on a risk-adjusted basis. Due
