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Charlie Morris

Charlie Morris

The Double Discount

Trade in Soda; There’s a property trade today, but before I get to that, investors mustn’t forget that President Trump is a property developer at heart who loves large piles of cheap debt. He has little intention of ever repaying it but is keen to reduce its cost.

More Pain to Come?

💡This issue covers Solana (SOL), Near (NEAR) and Tron (TRX). ByteFolio Issue 149; You’d think a US Bitcoin strategic reserve would send the price into the stratosphere, but investors don’t believe it. What’s more, it has even caused infighting among crypto investors as to who shares the

Venture: Portfolio Update

Venture: Portfolio Update

Issue 62; Despite the rotation towards Europe, we are yet to see moves in the UK with small and mid-cap indices. Worst still is the FTSE AIM Index, which continues to slump. It is at the same level as at the March 2020 slump. Since then, the UK has had

US Recession Forecast by Atlanta Fed

US Recession Forecast by Atlanta Fed

Trades in Soda and Whisky; The events over the weekend were quite something. The spat in the Oval Office has brought Europe together, with the UK at the forefront. While I would be an outright critic of Labour’s economic policy, Starmer has certainly stepped up as a leader in

Bitcoin Needs More Investor Flows

💡This issue covers XRP (XRP), Solana (SOL), Cardano (ADA), and TRON (TRX). ByteFolio Issue 148; With Trump in the White House, it’s best not to be short on Bitcoin, as we saw on Sunday. One post on X.com saw a surge in crypto (Ali will cover this in

Venture: High-Tech Steel

Venture: High-Tech Steel

Issue 61; The price of steel has started rising while iron ore remains soft. Iron Ore and Hot Rolled Steel Futures I asked Grok (AI on X.com) why iron ore is down, and steel is up. “Iron ore is down due to weak demand, ample supply, and a shift

Bitcoin and Gold Are Counter-Cyclical

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 28th February 2025, the new target weights for the BOLD Index are 25.5% Bitcoin and 74.5% Gold, a 0.6% increase for Bitcoin over the previous month. The 21Shares ByteTree BOLD ETP (BOLD) invests in Bitcoin and Gold. BOLD