Gilts Surge, Cheap Oil, and BOLD
There’s a huge story in financial markets today, as BOLD was listed on the London Stock Exchange this morning, and we’ll get to that. But first, the other big story, which is gilts.
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ByteTree Quarterly Investor Letter – Q4 2025
In this Q4 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since January 2016. I shall also touch on some of our other services.
The Silver Surge
There were all sorts of theories as to why silver surged, but I think it’s simple. With gold in a bull market and silver being undervalued until recently, conditions are right.
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The Unanswered Postbox
In recent months, we have received some good feedback and comments on surveys, for which we are grateful. I couldn’
Investment Trusts Part III
We continue our review of the investment trusts held in the Soda Portfolio. With markets so quiet, it’s a good time to do this and get up to speed for 2026.
Investment Trusts Part II
As we approach the quiet time of year in markets, I’ll continue to update you on the investment trusts.