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Charlie Morris

Charlie Morris

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

Direct Line (DLG) – Changing Strategy

Direct Line (DLG) – Changing Strategy

DLG just had a capital markets day where they set out their new strategy “to do fewer things better”: * Sustainable growth in motor and putting Direct Line onto price comparison websites. * Rebalancing portfolio to grow home, commercial, and rescue. * £100m of cost savings.

Venture: International Food Travel

Venture: International Food Travel

Issue 33; The Growth in Air Travel Memories are short, and it is hard to imagine being locked down by governments, but it happened, and it was just over four years ago. The airlines were grounded, and the airport terminals laid bare. Then, as things settled down, the planes took

Central Asia

Central Asia

Trades in Whisky; Georgia is often described as the Switzerland of the Caucasus, and with Russia on its borders, a position of neutrality is key. It has enjoyed strong growth of around 6% in recent years as it has embraced a market economy. The population is 3.7 million, inflation

Bitcoin Supply Shock

Bitcoin Supply Shock

ByteFolio Issue 115; 💡This issue covers Solana (SOL), Raydium (RAY), and TRON (TRX). The narrative around halving is that there are fewer coins for the miners to sell. Less supply coming onto the market makes demand go further and buoys the price. Since the latest halving, the daily total of

The Passive Bubble

The Passive Bubble

Trade in Soda; Market historians will look back on this era and conclude that it was one of the greatest bubbles of all time, but we have no idea what they will call it because it can only be named after it ends. Candidates might be the AI bubble, the