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Charlie Morris

Charlie Morris

Bitcoin Dominance

Bitcoin Dominance

ByteFolio Issue 107; Many find it surprising that Ethereum (ETH in blue) has continued underperforming Bitcoin this cycle. There was a relative high in late 2021 (red), but that was below the levels seen in 2018. Bitcoin has done more than twice as well as ETH over the past 6.

Inside GDX: How to Select a Winning Gold Stock

Inside GDX: How to Select a Winning Gold Stock

Atlas Pulse Gold Report Issue 93; The miners are in a good place because they are yet to be rerated in acknowledgement of a sustained gold bull market. They are companies with very high operational gearing, which means they have high fixed costs. As the rising gold price exceeds those

What Are Commodities Telling Us?

What Are Commodities Telling Us?

Looking back five years, a picture emerges, which clearly shows how commodity prices remain higher than in the pre-pandemic period. Gold benefitted from the monetary stimulus, while oil and copper suffered during lockdown. Then came the war, a time we associate with the surge in the oil price, but the

Venture: Europe Tech

Venture: Europe Tech

Undervalued Italian Technology

The Yen Tsunami

The Yen Tsunami

The event of the week in markets, other than the surge in Chinese stocks, was the sharp reversal in the yen. Normally, the yen lives a quiet life and rarely makes the headlines, but this week, it was all changed, with commentators lining up to condemn it. I take a

Venture: China Internet

Venture: China Internet

Issue 25; I am exploring the holdings within EMQQ and will highlight the best opportunities I can find. The focus is on companies displaying value and growth, and easily accessible by international investors, which normally means there is a US listing. JD.COM (JD USA, 9618 HK) “JD.com is

The Canary in the Coal Mine

The Canary in the Coal Mine

ByteTree BOLD Index Monthly Rebalancing Report; Following rebalancing on 30th April 2024, the new target weights for the BOLD Index are 24.8% Bitcoin and 75.2% Gold. The Vinter ByteTree BOLD1 Index (BOLD) invests in Bitcoin and Gold. BOLD combines the world’s two most liquid alternative assets on