Bitcoin Lacks Sentiment
The disappointment about this rally has been the sentiment. Flows into the Bitcoin ETFs reached 50k BTC ($3 bn), which is good but could have been stronger.
Latest
We Need to Discuss Bitcoin
Most stocks and bonds won’t do well in a high-inflation environment. On the other hand, real assets ought to fare much better.
Venture
·
ByteTree Venture: Our Value and Momentum Strategy Explained
In this webinar, Charlie and Kit unpacked how Venture’s value-and-momentum process works in practice.
Oil Shock Drives Bond Yields
In light of the continued rise in bond yields, I have decided to take some defensive action in the portfolios and reduce exposure to property.
Venture: Sugar Rush
Sugar prices are finally rising again, and this time, rather than the commodity, I have found a producer with high operational leverage.
Early Signs of an Alt Rally
When these signals start to sing, you can either embrace them or ignore them. I vote for the former. If not now, then when?