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Charlie Morris

Charlie Morris

Weird Shit Investment Conference

Weird Shit Investment Conference

Issue 31; My Take on the Best Ideas I recently attended the “Weird Shit Investment Conference” hosted by pro investor Swen Lorenz. The conference was so named because someone suggested he hosted a conference focused on all the “weird shit” investment ideas they liked to discuss in his circles. That

China and the Gold Price

China and the Gold Price

Atlas Pulse Gold Report Issue 94; While it may be disappointing that the People’s Bank of China stalled gold purchases in May, we can now add the Chinese gold ETFs to the mix. They hold 2.3 million ounces, which is small compared to the PBOC’s 72.8

Prepare for Lower Rates

Prepare for Lower Rates

Trade in Soda; Following the recent inflation data falling to 3.3%, down from 9% two years ago, the bond market is signalling that US interest rates will fall within a year as the one-year yield (green) turns down. There was hope this would happen last autumn, but inflation expectations

Crypto Slowdown

Crypto Slowdown

ByteFolio Issue 112; 💡This issue covers THORChain (RUNE), Stacks (STX), Uniswap (UNI), Rocket Pool (RPL), and Jasmy (JASMY). All the promises of halving that would send Bitcoin to the moon have been empty. Despite strong inflows into the ETFs this year, the price keeps hitting resistance above $70,000. Today,

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