Trade in ByteFolio
Following our latest ByteFolio update on Monday, 16 January 2023, we issue an additional change to the portfolio holdings.
flash-note
The Network Demand Model Scores 5/6
The Network Demand Model (NDM) has moved to a score of 5/6. This is a bullish setting, and the first time we have seen it properly “ON” since it turned off on 29 May 2021 at a price of US$34,659.
By way of reminder, the NDM is
Increasing Equity Exposure
The softer inflation data released in the USA yesterday led to a sharp rally, which was further propelled overnight by China easing Covid restrictions. As I wrote earlier this week, the end of rate hikes is within sight, and the pace will slow. This seems ever more likely, and following
