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Charlie Morris

Charlie Morris

Venture: Portfolio Update

Venture: Portfolio Update

Issue 57; In my latest Atlas Pulse on gold, I discussed gold’s super bull market, something of a step above a mere bull market. I called it a super bull because gold normally follows the bond market, and this time, it is riding high while bonds have been under

Gold’s Super Bull Market

Gold’s Super Bull Market

Atlas Pulse Gold Report Issue 101; The gold price used to follow the bond market, yet with bonds plummeting, gold has shown resilience. In this piece, I explain why gold provides shelter from a deteriorating bond market. If bonds are the benchmark, gold is not just in a bull market

Back to the Banks

Back to the Banks

Trades in Soda and Whisky; On 4 December 2024, just a few weeks ago, the Bank of England pointed to four rate cuts this year as inflation would come down faster than we thought it would. Much has changed since then, and UK inflation expectations have shot up. What looked

Altcoin Rally Delayed as the Market Shifts to Risk-OFF

Altcoin Rally Delayed as the Market Shifts to Risk-OFF

💡This issue covers THORChain (RUNE) and Polygon (POL). ByteFolio Issue 141; Cutting exposure is never a comfortable thing to do, but last week, sensing the long-awaited altcoin rally had been postponed, it was time. Things may get worse before they get better, and that is largely down to macro factors,

Alliance Pharma (APH) Bid

Alliance Pharma (APH) Bid

“The boards of directors of Aegros Bidco Limited ("Bidco") and Alliance Pharma plc ("Alliance") are pleased to announce that they have reached agreement on the terms and conditions of a recommended acquisition by Bidco for the entire issued and to be issued ordinary share capital of

My Journey in Finance: The Difference Between Debt and Deficits

My Journey in Finance: The Difference Between Debt and Deficits

“A government bond is a debt security issued by a government to support spending and obligations. Government bonds pay bondholders periodic interest payments called coupon payments. Government bonds issued and backed by national governments are often considered low-risk investments. Government bonds issued by a federal government are also known as

Venture: Follow-up Note to Issue 55

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.