Slow and Steady
175,000 words in nine months. That’s what building the ByteTree Quality portfolio has required - and that wasn’t
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Gold Super Bull Resumes
The recent price action of the gold super bull thesis has gotten me very excited about this issue. Gold measured in the long bond has turned the corner.
Bitcoin Weekly Divergence
There’s an age-old theory by the chart watchers that when RSI diverges, it signals a change in direction.
How Patriotic Is Your Portfolio?
Investment portfolios have historically had a “home bias”. That is, local pension funds and the wealth management industry invest a large chunk at home before looking for diversification abroad.
Venture: Energy
Currently, it’s all about the energy mix. Heating oil is a heavy product, similar to diesel and jet fuel, where the market is tight.
ChiNext
Other than a few holdings in the funds, ChiNext is the last remaining exposure we have to the tech trade.