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.
Previous Editions
Why Gold Exploration Beats the Royalty Companies in a Gold Bull Market
The smart crowd will tell you that the gold miners are risky businesses and that the royalty companies, which are lenders with the first claim on gold production, are much better businesses. That is true because having the first claim on production is a position of privilege that gets fed
Might the Dollar Be Entering a Bear Market?
I haven’t mentioned last week’s flash crash or the yen, mainly because ByteTree clients have heard enough. More to the point, they are long Gold and the Yen and therefore had a cushion of sorts in the recent malaise. Yet one key reason that the crash came to
Behind the Curve
It’s been a busy week for the central banks and data releases. The Federal Reserve held rates steady while giving strong signals for cuts in September. The Bank of England cut by 0.25%, and the Bank of Japan hiked for the first time since 2007. With all this
Trump Slump
The US stockmarket had a rough week, which I would largely attribute to politics. With a 68% probability of a Trump victory two weeks ago, the market knew what it was getting and rallied. He was a stockmarket-friendly President, as it rose 83% between 2017 and 2021 when he sat
Elephants Don’t Gallop
The Zulu Principle by the late Jim Slater was one of the first investment books I ever read, and it got me hooked. He embraced screening stocks for attractive features such as growth, value, relative strength, profitability, cash flow, and more. It was very readable. I have probably read 200
