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Charlie Morris

Charlie Morris

Gold, Silver, Miners, or BOLD?

Gold, Silver, Miners, or BOLD?

Gold is on the verge of an all-time high, and it’s about time too. Robin Griffiths, who writes the AAA Report for ByteTree, which will be published on Wednesday, reminded me last week that there are tops, double tops and triple tops, but you never see quadruple tops because

Contrarian Quality

Contrarian Quality

Last week, I highlighted the Quality comeback. The downward pressure on interest rate sensitive investments would ease, and opportunities would arise. In recent issues, I have added low-priced equity exposure via investment trusts and investment companies in Soda, and low-priced quality companies in Whisky. The regime shift in the Money

Argentinian Victory for Bitcoin as El Peluca Wins

Argentinian Victory for Bitcoin as El Peluca Wins

💡This issue covers Bitcoin (BTC), Thorchain (RUNE), Binance (BNB), Cosmos (ATOM), and Avalanche (AVAX). In Argentina, with 56% of the vote, the nation chose the “radical*” libertarian economist and TV presenter Javier Milei to be their new president. I heard that his support has come from the young, who have

Regime Change

Regime Change

On Tuesday, the US reported inflation at 3.2%, down from 3.7% last month. Then, on Wednesday, the UK reported 4.6%, down from 6.7%. The markets were ecstatic because it increased the chances that interest rates have peaked. Rates cuts are now priced in for next year.

Venture: Small Cap Industrial

Venture: Small Cap Industrial

Issue 10; A dirt cheap cyclical stock.

Venture: Mid Cap Venture Capital

Venture: Mid Cap Venture Capital

Issue 9; Significantly undervalued VC Portfolio.

It’s Raining Bitcoin ETFs

It’s Raining Bitcoin ETFs

ATOMIC 91; Over the past month, Bitcoin has surprised us all, doubling down on the idea that it is a safe haven. If you have doubts about that, then don’t shoot the messenger, for those are the words of Blackrock’s CEO, Larry Fink. Back in March, when the