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Charlie Erith

Charlie Erith

Seeking Alternatives

Seeking Alternatives

The Multi-Asset Investor dives into commodities this week. Recent weakness in the sector gives us an opportunity to add, particularly with the Pound so strong. Charlie has found an excellent vehicle for the Soda portfolio to deliver broad sector exposure, while Whisky takes a more nuanced, single metal approach. Believe

The Turning Regulatory Tide

The Turning Regulatory Tide

ATOMIC 82; After the run-up this year so far, there should be little surprise and even less concern if the bitcoin price consolidates at these levels. The longer-term picture from both an on-chain and macro perspective remains solid, and the technicals are fine. Meanwhile, we ask whether the regulatory tide

Asking the Right Questions About Bitcoin

Asking the Right Questions About Bitcoin

Others might disagree, but I rate myself as a competent and experienced investor. In my equity career, I have leaned towards a “growth at a reasonable price” approach, double-checked against balance sheets, business models, management and common sense. Several spectacular successes, with occasional disasters, steered me towards the upper end

Shapella, Chapeau!

Shapella, Chapeau!

ByteFolio Update 53 | ByteTree's Crypto Leaders ByteFolio brings together ATOMIC, ByteTrend and Token Takeaway to create ByteTree’s model portfolio, known as ByteFolio. This is a selection of crypto tokens, which are weighted according to their risk/reward characteristics. ByteFolio has a modest turnover and will not suit

Oil, Gold and Bitcoin

Oil, Gold and Bitcoin

ATOMIC 81; Bitcoin has met resistance at US$29,000, unsurprising given the technical picture, continued regulatory aggression in the USA and elements of on-chain activity that have softened. Against that, the macro backdrop remains supportive of hard money, and the longer-term indicators are fine. A pause for breath after

Adding to ETH

Adding to ETH

ByteFolio Update 52 | ByteTree's Crypto Leaders ByteFolio brings together ATOMIC, ByteTrend and Token Takeaway to create ByteTree’s model portfolio, known as ByteFolio. This is a selection of crypto tokens, which are weighted according to their risk/reward characteristics. ByteFolio has a modest turnover and will not suit

Caution in Traditional Markets and Bitcoin Resilience

Caution in Traditional Markets and Bitcoin Resilience

The monthly AAA Report was out this week, and it makes for important reading. Robin and Rashpal clearly remain concerned about the outlook for markets and note that the momentum behind trends is not currently strong. They acknowledge that the model works best when trends are strong and, as a