Sign in Subscribe

Latest

Venture: The Silver Catch-Up Trade

Venture: The Silver Catch-Up Trade

Issue 42; The price of gold has been strong, driven by many factors, including rate cuts, increasing money supply, investor demand, inflation, a weakened dollar, and the central banks’ demand for an alternative to US treasuries. The big money is behind this trend, meaning that this gold bull market is

Bitcoin Blooms in the Autumn

Bitcoin Blooms in the Autumn

ATOMIC 101; After a hot and dry summer on the blockchain, autumn is here. This is historically the season when Bitcoin blooms, with the highest average return by far, whether measured by median or mean. ByteTree ATOMIC Analysis of Technical, On-chain, Macro, Investment Flows and Crypto Stocks. Highlights Technicals Breaking

Venture: Gold Exploration

Venture: Gold Exploration

Issue 41; In a recent piece, I made the case for why the junior gold mining and exploration stocks would run as the price of gold kept on rising. It takes a lot to get a gold bull market started, but once it’s off, it can keep on going

The Fed Went Big

The Fed Went Big

The Fed's recent 50-basis-point rate cut signals more reductions ahead, making bonds seem attractive, but strong equity trends persist. While recessions often follow rate cuts, there's typically a lag. Globally, rising debt and looming tax hikes in the U.S. and U.K. add to economic

Juniors and Blockchains

Juniors and Blockchains

Trades in Whisky; No one harps on about Bitcoin and gold more than yours truly. I have been hooked on gold since 1999, having attended a conference where I heard John Hathaway from Tocqueville Asset Management (now Sprott) speak on the subject. Gold had been off the radar for 20

Seasonal Strength

Seasonal Strength

ByteFolio Issue 126; 💡This issue covers Near (NEAR), Solana (SOL), Aave (AAVE), Fantom (FTM), and Reserve Rights (RSR). The big rally is coming, so say the tea leaves. It ought to be Bitcoin first and the altcoins later. The Bitcoin price has rallied in preparation for a breakout, yet there’

The Crumbling House of Gucci

The Crumbling House of Gucci

This week saw interest rates fall, and the hope is that this preemptive 0.5% cut from the Fed will thwart a recession. This is the start of a cutting cycle, which is likely to continue with rates below 3% by the end of next year. At least that is