Venture: Bond Yields Bite
Issue 145; Will there be another leg to the momentum trade? US Past Winners vs Losers It looks like there
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Bitcoin Full Steam Ahead
Bitcoin ETF flows have picked up, but if you think this represents an institutional scramble for BTC, you ain't seen nothing yet.
Crypto in The Multi-Asset Investor
The crypto ETP ban has been reversed in the UK, and so it is time to ask the questions.
Venture: Easing Off
A weak patch doesn’t mean a crash is coming, but every crash was preceded by one. Hence, the current odds of something bad happening have risen.
ByteTree Quality Monthly Update: September 2026
The ByteTree Quality portfolio saw limited impact from rising oil prices in early September.
Bitcoin Lacks Sentiment
The disappointment about this rally has been the sentiment. Flows into the Bitcoin ETFs reached 50k BTC ($3 bn), which is good but could have been stronger.