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Charlie Morris

Charlie Morris

The Smart Money Switches from Tech to Biotech

The Smart Money Switches from Tech to Biotech

Trade in the Whisky Portfolio There is good news in the everything bubble. The unwind of market excesses is now well underway, and in certain areas of the market, evidence grows that the worst may be behind us. Last week, I looked at UK commercial property with the idea that

How Twitter Under Elon Musk Will Drive Crypto

How Twitter Under Elon Musk Will Drive Crypto

They doubted it would happen, but it did. Musk now controls Twitter, and he will shake things up. Yesterday he announced that blue ticks will become a payable service which is entirely logical. This is important, and when you join the dots, you soon see where crypto comes in. Despite

UK REITS Are Oversold. What to Buy?

UK REITS Are Oversold. What to Buy?

New Recommendation in the Soda Portfolio The recent woes in the UK pensions industry, driven by rising interest rates, have caused UK assets to be dumped. They took on interest rate derivative bets that benefit from low rates. As interest rates have risen, the pension funds have become forced sellers

Introducing The Multi-Asset Investor

Introducing The Multi-Asset Investor

A New Report from ByteTree Research I am delighted to announce the launch of The Multi-Asset Investor (TMAI) at ByteTree Premium. As of now, TMAI will continue to give investment insights to the many who have been following the Whisky and Soda Portfolios that I previously managed at the Fleet

The BOLD Chart Book - October 2022

The BOLD Chart Book - October 2022

ByteTree BOLD Bitcoin has been criticised for being too risky for investment portfolios yet, with falling volatility, looks increasingly credible against financial assets, notably “risk free” government bonds. Liquid alternative assets, where gold and bitcoin lead, deserve widespread adoption as our legacy financial system fights for survival. The BOLD Chart

Bonds Make Bitcoin Look Stable

Bonds Make Bitcoin Look Stable

ATOMIC 69 Bitcoin has long been correlated with equities, but this year, it is off the scale. The hope is that it starts to fall, but we live in hope. ByteTree ATOMIC Analysis of Technical, On-chain, Macro, Investment Flows and Crypto. Highlights Technicals Crypto breadth slows in BTC On-chain What

ByteFolio Update 28

ByteFolio Update 28

ByteTree's Crypto Leaders ByteFolio brings together ATOMIC, ByteTrend and Token Takeaway to create ByteTree’s model portfolio, known as ByteFolio. This is a selection of crypto tokens, which are weighted according to their risk/reward characteristics. ByteFolio has a modest turnover and will not suit traders. It will