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.
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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.
We Need to Discuss Bitcoin
Most stocks and bonds won’t do well in a high-inflation environment. On the other hand, real assets ought to fare much better.
Venture
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ByteTree Venture: Our Value and Momentum Strategy Explained
In this webinar, Charlie and Kit unpacked how Venture’s value-and-momentum process works in practice.
Oil Shock Drives Bond Yields
In light of the continued rise in bond yields, I have decided to take some defensive action in the portfolios and reduce exposure to property.