Kit and I recorded the ByteTree Quarterly review on Wednesday, looking at the recent events in financial markets, which have been even more eventful than normal.
The signals for a bubble are clear. The momentum factor is at extreme levels, and speculators are borrowing money to participate. While this is happening, many of the best companies offer good value and are being ignored. Experienced investors know which side to take. As the Grail Knight said, “Choose wisely.”
In recent months, we have witnessed a surge in semiconductor demand as Big Tech scrambles to build compute capacity at a record pace. Can they afford it? The market has its doubts. The Iran War was forecast to end, time and again, but when the ceasefire finally came, it proved short-lived. Where is the world getting its oil from? Gold has stumbled but still looks promising. The UK has lost another prime minister, and bond yields are looking stable, which is itself a surprise.
We are delighted to share the full webinar with you today, available on our YouTube channel via the link below. Please do like and subscribe to ensure you see all future content. We will be more active on our YouTube channel going forward.
Please let me know your thoughts by emailing me at charlie.morris@bytetree.com or tweeting me @AtlasPulse.
Many thanks,
Charlie Morris
Editor, The Multi-Asset Investor
Q2 2026 Presentation
P.S. Download the full Q2 2026 presentation below.
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