Venture: Follow-up Note to Issue 55
This is a follow-up note to yesterday's Venture issue. If you haven’t yet read it, you can access it here.
Charlie Morris
The Multi-Asset Investor: Flash Note
Trade in Soda;
Following my recent note it has become clear that the long-end of the bond market is in trouble. In November, I had taken the view that the yield back at 2002 levels represented good value and would prove effective should the stockmarket turn down. That level was
Venture: Japan Auto
Issue 55;
Japan offers four attractive things to investors: high-quality companies, low valuations, an undervalued currency, and momentum. Activists add a fifth ingredient and are pushing corporate Japan to a tipping point where shareholder value will receive more attention. Awareness of this trend has been growing in recent years, and
Bonds and Rebalancing Bitcoin
Trades in Whisky and Soda;
On Monday, 20th January, Donald Trump will be sworn in as the 47th President. They say a week is a long time in politics; well, that’s nearly two. Before we even consider what happens in the first 100 days, he will probably be sentenced
Altcoins Fail to Stir
💡This issue covers THORChain (RUNE), Arweave (AR), and Near (NEAR).
ByteFolio Issue 140;
ByteFolio rose by 115% in US dollars last year, which is a great result. The ByteFolio team would be far more satisfied if there was more differentiation in crypto. There are coins that fall to zero, which
ByteTree Track Records in 2024
We are pleased to inform our clients of the updated track records for the services offered at ByteTree in 2024 and discuss the portfolios and the outlook for this year.
Key Points
* The biggest stocks were the best performers, something we rarely see. They were US-based companies, and they drove
BOLD: 2024 in Review
ByteTree BOLD Index Monthly Rebalancing Report;
Following rebalancing on 30th December 2024, the new target weights for the BOLD Index are 24.5% Bitcoin and 75.5% Gold, a 0.5% increase for Gold over the previous month.
The 21Shares ByteTree BOLD ETP (BOLD) invests in Bitcoin and Gold. BOLD
