BOLD
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ByteTree BOLD Index
Monthly Rebalancing Report; The BOLD Index has recently made an all-time high. Following rebalancing on 31st October 2023, the new
Latest
Market Dislikes the Long-Term
We live in an era of divergences, and the collapse of the bond market is behind it. Perhaps not just
Dominance
馃挕This issue covers ByteTrend, Injective (INJ), Arbitrum (ARB), THORChain (RUNE), Chainlink (LINK), and Gala Games (GALA). Crypto breadth is improving,
Bitcoin and Gold Take the Stage
I鈥檒l be writing more about ByteTree鈥檚 Bitcoin and Gold Index (BOLD) next week for the end-of-month rebalancing report.
Equity Momentum Wanes
With bonds in crisis mode, this is a good time to revisit market momentum and look at the state of
Stagflation
US inflation expectations (breakevens) are rising again. This derives from the relationship between conventional bonds and inflation-linked bonds (TIPS). Breakevens