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How Undervalued Are UK Small-Caps?

How Undervalued Are UK Small-Caps?

The leading global value managers are highly focused on UK small-caps because they have been left behind. As a result, we have seen an abnormally high-level of takeover activity as foreign investors and private equity funds snap up once-in-a-lifetime bargains. The UK economy is far from strong but it’s

Venture: UK Pharmaceuticals

Venture: UK Pharmaceuticals

Issue 32; Clean Up with UK Small Caps The leading global value managers are currently highly focused on UK small-caps because they have been left behind. As a result, we have seen an abnormally high level of takeover activity as foreign investors snap up once-in-a-lifetime bargains. The UK economy is

Arweave: Pioneering Indefinite Data Storage

Arweave: Pioneering Indefinite Data Storage

Token Takeaway: AR; Arweave is a fully decentralised data storage network that provides permanent data storage, making it one of the most groundbreaking innovations of the digital age. Supported by a sustainable economic model, it functions as a universal hard disk that stores information indefinitely. This Token Takeaway will explore

Bitcoin Loves Hot Money

Bitcoin Loves Hot Money

ATOMIC 98; In both 2014 and 2018/9, we saw rates and inflation turn down, coinciding with a period of Bitcoin weakness. When the reading went negative in March 2020, Bitcoin crashed, just as it did in November 2014. The 2020 bull market followed rates and inflation higher until early

All Change

All Change

The AAA Model has shifted focus, dropping industrial metals in favour of global equities. Equity markets continue to do well, as is normally the case in the fourth year of the U.S. presidential election cycle. The S&P 500's "Magnificent Seven" stocks dominate, comprising

Time for a Hedge Fund

Time for a Hedge Fund

Trade in Soda; Hedge funds were all the rage in the late 1990s, as skilled investors, and even more unskilled, came up with a strategy and raised capital in the hope of joining the rich list. While some made it, most failed. There were several tests, the first being the

Crypto Market Downturn

Crypto Market Downturn

ByteFolio Issue 113; 💡This issue covers Near (NEAR), Arweave (AR), Pendle (PENDLE), and Kaspa (KAS). As predicted, the crypto market is softening, with Bitcoin down to $62k. There is support at $60,000, and a strong 200-day moving average, so I would be confident that the downside is limited. Bitcoin