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Charlie Morris

Charlie Morris

Jobs and the Taylor Rule

Jobs and the Taylor Rule

All eyes are on the Federal Reserve, who meet in two weeks tomorrow, Wednesday 18th September. They are likely to cut interest rates. The Bank of England meets the next day, and they are likely to do whatever the Fed do, with some suitably opaque language. The interest rate is

Working Together

Working Together

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 31st August 2024, the new target weights for the BOLD Index are 25.0% Bitcoin and 75.0% Gold. The Vinter ByteTree BOLD1 Index (BOLD) invests in Bitcoin and Gold. BOLD combines the world’s two most liquid alternative assets on

Censored

Censored

ByteFolio Issue 123; 💡This issue covers The Open Network (TONCOIN), MakerDAO (MKR), Reserve Rights (RSR), Stacks (STX), Velo (VELO) and Kaspa (KAS). The X social network has been switched off in Brazil as Musk has allegedly refused to follow local Brazilian laws. It has been blocked by the supreme court

Lower Rates, Lower Dollar

Lower Rates, Lower Dollar

Trades in Soda and Whisky; The US dollar has enjoyed long cycles, with major peaks in 1985 and 2002 and troughs in 1995 and 2008. Dollar upcycles saw weak performance from the emerging markets (relative to the world index shown). In contrast, weak dollar cycles have seen the emerging markets

Keep the Faith

Keep the Faith

ByteFolio Issue 122; 💡This issue covers The Open Network (TONCOIN), Solana (SOL), Binance Coin (BNB), Helium (HNT), Kaspa (KAS) and Soneium. Previous cycles have seen the altcoin rally follow the Bitcoin rally six months after halving. In each case, alts got a little worse before they got better. The chart

Why Gold Exploration Beats the Royalty Companies in a Gold Bull Market

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

Doublings and Halvings

Doublings and Halvings

ATOMIC 100; So much talk about Bitcoin halvings, but what about the doublings? ByteTree ATOMIC Analysis of Technical, On-chain, Macro, Investment Flows and Crypto Stocks. Highlights Crazy Forecasts Doublings and Halvings Technicals Weak Seasonality On-chain Bear Investment Flows Neutral BOLD Is Bitcoin Down ‘coz Gold Is Up? I last looked