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Charlie Morris

Charlie Morris

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

Venture: Gold Exploration

Venture: Gold Exploration

Issue 37; Time to Consider Gold Exploration 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

Quality Thinking

Quality Thinking

Trade in Whisky; With two full weeks passing since the flash crash, we can get a sense of the new market regime. The Yen has bounced slightly, but not by enough. The technical analysts out there will say a 38.2% retracement of the prior fall is essential to demonstrate

Bad Breadth

Bad Breadth

ByteFolio Issue 121; 💡This issue covers Render Network (RNDR), The Open Network (TONCOIN), Arbitrum (ARB), and TRON (TRX). Last week, the title was Dead Cat Bounce, which is how the crypto market has turned out. The Bitcoin chart has recovered some ground, but it remains a limp effort against high