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Charlie Morris

Charlie Morris

Merryn Talks Money

Merryn Talks Money

Merryn Somerset-Webb, the founder of Money Week in 2000, and along with her colleague, John Stepek, now work at Bloomberg. She has an excellent podcast, Merryn Talks Money, and last week I was their guest. I was joined by Alex Chartres from Ruffer, for their first live event to discuss

When Will Value be Realised?

When Will Value be Realised?

Yesterday, I was in London at an investment conference, where 19 people pitched investment ideas. They were all seasoned professional investors, and most were mid and small caps, with a strong sense of value. One large cap that came up was Hang Lung Group (10 HK), a Hong Kong based

GameStop Tumbles, Crypto Follows

GameStop Tumbles, Crypto Follows

ByteFolio Issue 111; One of the reasons attributed to crypto strength over the past year, is the hope for interest rate cuts. On Friday, the US released its jobs data, and the economy is still too strong for cuts. US treasuries fell (black) along with Bitcoin and Gold, which both

Venture: UK Property Developer

Venture: UK Property Developer

Undervalued Land

Elections and Slowdown

Elections and Slowdown

Corporate Action in Soda; It has been a week of surprises, and they have been coming thick and fast. The key data from the USA, the ISM Manufacturing Index, came in below forecasts at 48.7. It is a diffusion index which means below 50 shows contraction, and above, expansion.

Bitcoin and Gold Are Best in Class

Bitcoin and Gold Are Best in Class

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 31st May 2024, the new target weights for the BOLD Index are 24.3% Bitcoin and 75.7% Gold. The Vinter ByteTree BOLD1 Index (BOLD) invests in Bitcoin and Gold. BOLD combines the world’s two most liquid alternative assets on

Ethereum ETFs Won’t Match Bitcoin ETFs

Ethereum ETFs Won’t Match Bitcoin ETFs

ByteFolio Issue 110; When the Bitcoin ETFs were launched in the USA, the Bitcoin funds, including Grayscale, held 837,000 BTC, worth $40 billion at the time. Around 622,000 of those BTC were held by Grayscale, and the rest in the non-US ETFs. Grayscale alone held 75% of the