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Altcoin Rally Delayed as the Market Shifts to Risk-OFF

Altcoin Rally Delayed as the Market Shifts to Risk-OFF

💡This issue covers THORChain (RUNE) and Polygon (POL). ByteFolio Issue 141; Cutting exposure is never a comfortable thing to do, but last week, sensing the long-awaited altcoin rally had been postponed, it was time. Things may get worse before they get better, and that is largely down to macro factors,

Alliance Pharma (APH) Bid

Alliance Pharma (APH) Bid

“The boards of directors of Aegros Bidco Limited ("Bidco") and Alliance Pharma plc ("Alliance") are pleased to announce that they have reached agreement on the terms and conditions of a recommended acquisition by Bidco for the entire issued and to be issued ordinary share capital of

My Journey in Finance: The Difference Between Debt and Deficits

My Journey in Finance: The Difference Between Debt and Deficits

“A government bond is a debt security issued by a government to support spending and obligations. Government bonds pay bondholders periodic interest payments called coupon payments. Government bonds issued and backed by national governments are often considered low-risk investments. Government bonds issued by a federal government are also known as

Venture: Follow-up Note to Issue 55

Venture: Follow-up Note to Issue 55

This is a follow-up note to yesterday's Venture issue. If you haven’t yet read it, you can access it here.

The Multi-Asset Investor: Flash Note

The Multi-Asset Investor: Flash Note

Trade in Soda; Following my recent note it has become clear that the long-end of the bond market is in trouble. In November, I had taken the view that the yield back at 2002 levels represented good value and would prove effective should the stockmarket turn down. That level was

Venture: Japan Auto

Venture: Japan Auto

Issue 55; Japan offers four attractive things to investors: high-quality companies, low valuations, an undervalued currency, and momentum. Activists add a fifth ingredient and are pushing corporate Japan to a tipping point where shareholder value will receive more attention. Awareness of this trend has been growing in recent years, and

Bonds and Rebalancing Bitcoin

Bonds and Rebalancing Bitcoin

Trades in Whisky and Soda; On Monday, 20th January, Donald Trump will be sworn in as the 47th President. They say a week is a long time in politics; well, that’s nearly two. Before we even consider what happens in the first 100 days, he will probably be sentenced