Latest

Venture: Healthcare

Issue 77; We’re all getting older, and we need more hospitals. This company offer good value, with a catalyst for change.

Tribute to Andrew Moor, President and CEO, Equitable Bank

Andrew Moor, my cousin, recently passed away, and I wanted to write a short note to highlight his successful career, focusing on his truly remarkable achievements as the President and CEO of Equitable Bank in Canada. Our grandparents had four children and 15 grandchildren, and many more great-grandchildren, with just

It Is Going to Be Big

💡This issue covers RWA tokenization, Solana (SOL), and Arbitrum (ARB). ByteFolio Issue 165; Bitcoin ByteTrend Score is 4 as it trades back above the 30-day moving average, which is now upward sloping. One touch of the blue 20-day max line would make it a 5. Bitcoin That score differs slightly

Bitcoin and Gold Volatility Converge

ByteTree BOLD Index Monthly Rebalancing Report; Following the rebalancing on 30th June 2025, the new target weights for the BOLD Index are 30.5% Bitcoin and 69.5% Gold, a further 0.7% increase for Bitcoin over the previous month. Once again, as Bitcoin’s volatility falls and Gold’s

That’s Why it’s Called Quality

The Money Map is a simple idea that I have embraced for years. It outlines the investment strategy most suited to different macroeconomic environments. When times are good, stay on the right, and when bad, stay on the left. When inflation is rising, stay high; when it is low and

War and Peace

ByteFolio Issue 164; 💡This issue covers Chainlink (LINK), and Binance (BNB). Bitcoin has rallied as peak hostilities seemed to be behind us, which I’ll get to. The price is back above the 30-day moving average taking the ByteTrend Score up to a 3. Unfortunately, it briefly dipped back below

Medios Tender Offer

Medios adopts public share buyback offer for up to 1 million shares at a price of EUR 12.50 (press release). Press Release, Berlin, June 18, 2025. “Today, the management board of Medios AG (“Medios”) decided – with  the approval of the supervisory board – to make a public buyback offer to

Midnight Hammer

A dramatic Israeli strike on Iran, with U.S. backing, has ignited more than just Middle East tensions. It signals a deeper geopolitical realignment, as Iran edges closer to Moscow and markets respond with eerie calm. Oil is spiking, inflation risks are rising, and Trump-era trade tensions are set to

Venture: Asset Management

Issue 75; In a recent issue of ByteTree Global Trends, the asset managers jumped off the page, especially in the UK. Having been in the doldrums for years, they have turned the corner in a group move. When I joined the city in 1998, the asset managers were the cream

The Asian Rebound

Trade in Soda; The weekend saw military action in the Middle East on a grand scale, and by Monday financial markets had shrugged it off. The targets were nuclear facilities and not oil, and the Straits of Hormuz would remain open. Gold eased back, the US dollar rally fizzled out,

Bitcoin and the Money Supply

ByteFolio Issue 163; 💡This issue covers Tron (TRX), MakerDAO (MKR), and Stablecoins. Bitcoin has eased back from attempting an all-time high, but the war in the Middle East gives just cause for that. The price had dipped below the 30-day moving average, and the last touch of the max/min

War, Gold and BOLD

There are renewed tensions in the Middle East between Israel and Iran. Many investors are wondering why financial markets have taken it so calmly. Stockmarkets have barely budged. Gold rose slightly, and the oil price is still what many would describe as cheap. Perhaps it’s complacency, driven by a

Venture: Portfolio Update

Issue 74; In the UK, mid and small-caps have played catch-up, yet AIM stocks still lag. That said, the trend has improved, and there is considerable implied upside. It’s a similar pattern in Europe and around the world as well.  UK Large, Mid, Small, and AIM Indices – 2 Years

Bitcoin $100k and the FCA

💡This issue covers TRON (TRX), BNB Smart Chain (BNB), Solana (SOL), and Hyperliquid (HYPE). ByteFolio Issue 162; Bitcoin still has a ByteTrend score of 4, as it recently touched the 20-day min line. One more good day, and it will be back to a bullish 5. Bitcoin  It is noticeable