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Charlie Morris

Charlie Morris

Japan Ends ZIRP

Japan Ends ZIRP

Following years of zero interest rates, the BoJ governor, Kazuo Ueda, has ended this policy. It is a clear signal that the deflationary forces unleashed after the Japanese asset bubble in 1990 are finally over. But don’t get excited just yet. Things are moving slowly, and this announcement has

Bitcoin and Gold in 2024

Bitcoin and Gold in 2024

We have patiently been waiting for Bitcoin and Gold to make new all-time highs, and time is finally here. Gold’s all-time high was a quiet affair, while Bitcoin got all the media attention; perhaps that says a lot about the nature of each asset. 2024 will certainly be an

Bitcoin ETF Volumes Overtake Gold

Bitcoin ETF Volumes Overtake Gold

Atlas Pulse Gold Report Issue 91; What do you think would happen to the BTC price if you tried to sell $56 billion from the Bitcoin ETFs? I’d estimate it would fall below $10k. Highlights ETFs and Flows Bitcoin Volumes Overtake Gold Silver and Miners Silver or Miners? Argentina

Venture: Small-Cap Fund Manager

Venture: Small-Cap Fund Manager

Issue 21; Something for nothing.

Brazil Update

Brazil Update

The Brazilian stockmarket has been one of my highest conviction ideas. I am not just talking about today, but back in 2003. Back then Brazilian equities were dirt cheap, and under-owned. The Asian crisis of 1998, which morphed into an emerging markets crisis, kept investors away. I can even recall

ByteTree Venture

ByteTree Venture

Last September, I introduced Venture to ByteTree Research. The aim of Venture was to highlight the many opportunities in UK small and mid-cap stocks that were not included in our liquid portfolios. In addition, I would also look at higher risk/reward situations in the UK and globally. Our second

Venture: Small-Cap Construction

Venture: Small-Cap Construction

Issue 20; No more houses.