Crunch Time
The war resumes. According to Bloomberg data, one ship passed through the Strait of Hormuz yesterday, while energy prices are rising again.
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
Latest
TMAI
·
ByteTree Q2 2026 Review
Kit and I recorded the ByteTree Quarterly review on Wednesday, looking at the recent events in financial markets, which have
It’s Coming Home
Since 2007, the UK commercial property sector has lagged the market, but there is now a catalyst for deep discounts to be realised.
TMAI
·
ByteTree Quarterly Investor Letter - Q2 2026
In this Q2 2026 update, I'll review The Multi-Asset Investor. I'll also touch on ByteTree Quality and ByteTrend.io.
AI Drives Genomics
Trade in Whisky; This week I’ll be revisiting biotech and genomics, but before we get there, I will address
Risky Markets and Another PM
Trades in Soda and Whisky; After months of speculation, Sir Kier Starmer has resigned as the UK prime minister. It