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Charlie Morris

Charlie Morris

NEAR Gets an ETP

NEAR Gets an ETP

ByteFolio Issue 117; 💡This issue covers Near (NEAR), Polygon (MATIC, POL), Akash Network (AKT), Ripple (XRP), and Sei (SEI). Given the quantity of new offerings, it is rare that I get excited by another crypto ETP launch. This one is different as the NEAR protocol is finally coming to market.

Elephants Don’t Gallop

Elephants Don’t Gallop

The Zulu Principle by the late Jim Slater was one of the first investment books I ever read, and it got me hooked. He embraced screening stocks for attractive features such as growth, value, relative strength, profitability, cash flow, and more. It was very readable. I have probably read 200

Venture: Another Undervalued Gold Miner

Venture: Another Undervalued Gold Miner

Issue 34; Managing Risk with Diversification This update follows yesterday’s Atlas Pulse, where I examined the latest all-time high for the gold price. I looked at the positive flows into the ETFs following four years of contraction. I also covered inflation, bonds and the money supply. Finally, I looked

President Trump and the Printing Press

President Trump and the Printing Press

Atlas Pulse Gold Report Issue 95; Real rates have peaked at a time when rate cuts seem to be increasingly likely, and the inflation retracement is largely done. Real rates are headed south. Highlights All-time High A Closer Look The West Buys Gold Sentiment Change Gold Miners High Price Drives

A Faltering Consumer and Fading Valuations

A Faltering Consumer and Fading Valuations

The share price chart for META (META) is one for the history books. The stock collapsed in 2021 from a record valuation as the market moved into an advertising downturn and rejected META’s heavy investment in the metaverse. It was a brutal move. The company slashed costs and remarkably,

The Trump Bump

The Trump Bump

ByteFolio Issue 116; 💡This issue covers Solana (SOL), The Open Network (TON), Render (RNDR), Stacks (STX), and Paycoin (PCI). Bitcoin has jumped over the weekend, with many media outlets attributing the attempted assassination of the Republican presidential candidate and former US President Trump as a driver. Bitcoin Trend score 3/

The Multi-Asset Investor: Q2 2024 Performance Review

The Multi-Asset Investor: Q2 2024 Performance Review

In this piece, I will update performance data for the Soda (balanced) and Whisky Portfolios (large-cap equity), which were launched on 29 January 2016, to include Q2 2024. These portfolios sit in The Multi-Asset Investor, and with 8.5 years of performance, the records are starting to stand out. The