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Charlie Morris

Charlie Morris

Unlimited Supply

Unlimited Supply

I never highlighted Robin and Rashpal’s last AAA Report, which was published during the Christmas holidays. If you missed it, I wanted to show you Robin’s year-end closing remarks: “We also noticed that there has been a disconnect between underlying fundamentals and market moves…. One of the problems

What the Bitcoin ETF Means for Gold

What the Bitcoin ETF Means for Gold

Atlas Pulse Gold Report, Issue 89; It will be an exciting time for bitcoin and gold. The debate will rage on, but I believe they both deserve to be much more widely owned. Highlights Gold ETFs They Transformed the Gold Market Bitcoin ETFs SEC Approval Flows Gold vs Bitcoin BOLD

Venture: Small-Cap Industrial

Venture: Small-Cap Industrial

Issue 15; Staying afloat.

Revisiting European Banks

Revisiting European Banks

Trade in Soda; The credit crisis was 15 years ago, and despite the economy marching on, the banks continued to jump from crisis to crisis. They’ve been accused of money laundering, price fixing and more. Worst of all was the reckless lending practices and poor risk management pre-2007. They

Santa Rally Cools

Santa Rally Cools

ByteFolio Issue 89; Welcome back to what seems to be a sudden halt in the Santa rally. ByteFolio surged over the holidays, only to give much back in recent days. We are comfortable with the tokens, but two are showing weakness and will be sold. There is also a new

The Multi-Asset Investor Track Record to End 2023

The Multi-Asset Investor Track Record to End 2023

We are pleased to inform our clients of the updated track record for The Multi-Asset Investor Portfolios at the end of 2023. Both portfolios managed a positive return, with Soda giving back much of the relative performance gained in 2022. Fortunately, Whisky continued to perform well, making another leap forward.

2024 - All About Rates

2024 - All About Rates

The final score for 2023 sees Soda scrape a small positive +0.5%, and Whisky a more credible +14%. Soda caught a gust in the last few weeks of the year, avoiding a negative result. Fortunately, the long-term record remains highly respectable. I shall write a performance note for all