Venture: The Peace Dividend
Issue 48;
This impressive and resilient company has been fighting for survival and has turned the corner. It has a strong balance sheet and an extraordinarily tough workforce while operating in a war zone.
Charlie Morris
My Journey in Finance: Riding the Escalators
This series introduces my experiences with momentum investing. I kicked off with Why Momentum Works and, last week, How to Build a Momentum Fund. Please take a look at these before you continue.
There are many effective equity investment strategies such as quality (great companies over the long term), value
Lost Decades
With inflation, taxes, strikes, political discontent, and gold soaring, it feels like the 1970s, except no one is wearing flares. I mention it because the 10-year bond yield is rising again, which means the price of bonds is falling in what could turn out to be the sixth downturn for
Meet the Resistance
ByteFolio Issue 130;
đź’ˇThis issue covers ApeChain (APE) and Ethereum (ETH).
One last hurdle until the price of Bitcoin meets fresh air, and that’s the resistance associated with trading zone above $55,000. It is strange to see the bars that remind us of how Bitcoin hasn’t actually
Glitter or GLTER
Atlas Pulse Gold Report Issue 98;
The World Gold Council (WGC) has tackled gold’s long-term “expected return” (GLTER), a forecasting method for the returns of an asset class. Traditional financial assets have widely accepted expected return frameworks, and until now, gold has been the exception.
Highlights
Expected Returns
Glitter
My Journey in Finance: How to Build a Momentum Fund
Last week, I kicked off this new series by introducing why momentum works. Please have a look at Why Momentum Works before you carry on.
To build a global momentum fund, you can’t look at every stock in the world; you have to cut that down to size. Too
Venture: Digital Value Update
On Tuesday, 7 October, Digital Value (DGV) was in the news as there was a raid by the tax authorities on their offices over “alleged corruption in public procurement contracts”. DGV was suspended on the Milan stock exchange in the morning.
On Wednesday, we learnt that the board appointed Paolo
