The Might of the Indices
The AI boom is being sold to the market at sky-high prices, and the resulting concentration in market indices matches that of major historical bubbles.
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Venture: Building Robots
Robotics is the real-world application of AI. It is an exciting prospect to know that in the coming years, robots will be running around us.
Europe’s Digital Landlord
Today’s note recommends a particular kind of quality business, and it’s one that has reached a powerful inflection point.
Venture
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Client Feedback on the Venture “Portfolio”
Thank you to Bytetree Pro clients who shared their questions and suggestions. In this short note, I have responded to your feedback.
Bitcoin and KOSPI
While Bitcoin and KOSPI have historically been correlated, they diverged last summer, with the attention shifting towards chips.
Bonds and Politics
As inflationary pressures mount in this commodity bull market, bond yields keep making new highs, squeezing public budgets.