The Weekly Roundup
Other news and articles
About The Weekly Roundup
The Weekly Roundup is where you'll find our free Friday newsletter that rounds up what we've been up to during the week. But there's also a little bit extra.
What has been traded in any of the portfolios? Has ByteTrend thrown up any new trends to investigate? What are we seeing in the markets that pique our interest?
The Friday round-up is a great place to start understanding what we're up to at ByteTree.
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Previous Editions
Gold, Uranium and UK Small Caps
My good friend, John Reade, chief strategist of the World Gold Council, picked up the latest Shanghai Gold Premium, something we haven’t seen for a while. Gold on the Shanghai Futures Exchange normally trades at the same price as in the global market, but occasionally it deviates. Currently, gold
The Price of Luxury and Our New Venture
LVMH (MC) has become Europe’s most valuable company. Last year, they sold €80 billion of luxury goods from 75 different brands, mainly in fashion and clothing. The business of luxury is remarkable because it seems to be one of the few areas outside of software that can make supernormal
The Benefits of 30-Year Mortgages
UK House prices are back in the news because they have been coming under pressure. Unsurprisingly, that has sent the housebuilding stocks downwards, some more than 50%. That appears to be a painful correction, given how shallow this fall in house prices has been thus far.
Are the Housebuilders Forecasting
Peak Nasdaq
Yesterday, the US reported that core inflation had cooled slightly from 4.8% to 4.7% for the year, although flat on the month. Digging a little deeper, it was only goods prices that fell, with energy, services and food all a little higher month on month. What is really
Gold, Yen and Finding the Recession
Finally, we see the beginning of the long-anticipated monetary normalisation in Japan. This is the only country in the world to still have negative interest rates, which is odd given inflation has been rising, albeit modestly to Western Economies. This ultra-loose policy has seen bond yields remain close to zero