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Venture: The Short Squeeze in Palladium

Venture: The Short Squeeze in Palladium

Issue 45; The bull market in precious metals continues. In recent weeks, gold has shrugged off both rising bond yields and a recovery in the dollar. This is a change of behaviour from the years past, as investors come to realise they are underweight in a sector they need to

Venture: Portfolio Update

Venture: Portfolio Update

Issue 44; After much consideration, there will be a new development in Venture whereby holdings will either be reassessed or exited after a year. Great opportunities that need more time will have it, but for situations that have stagnated, it will be time to move on. This will help keep

Chinese Stimulus

Chinese Stimulus

Two weeks ago, the People’s Bank of China launched a stimulus package to boost the economy in order to counter the slowdown associated with the property sector, weak consumption, and excessive debt. They cut interest rates, reduced the reserve requirements for the banks, and lowered borrowing costs for $5.

Bitcoin Makes a Higher Low

Bitcoin Makes a Higher Low

ByteFolio Issue 128; 💡This issue covers Arweave (AR), BNB (BNB), Tokenization, and Reserve Protocol (RSR). There was great expectation this month, but it started with a crack. The good news is that the price made a higher high at the end of September, and as of last week, it made

ByteTree Q3 2024 Quarterly Performance Review

ByteTree Q3 2024 Quarterly Performance Review

In this quarterly update, I shall review the Soda and Whisky Portfolios alongside Venture, our deep-value research service. ByteTree offers active investment management research. Active, as opposed to passive or index-tracking, means active management delivers an outcome that will often differ from the market, either better or worse. Over the

Reserve Protocol: Fighting Inflation with Stablecoins

Reserve Protocol: Fighting Inflation with Stablecoins

Token Takeaway: RSR; Reserve Protocol is a fully decentralised platform for creating stable cryptocurrencies. It allows users to mint tokens, backed by a basket of assets, such as yield-bearing derivatives and tokenised assets, in a fully permissionless manner. This Token Takeaway will delve into the intricacies of Reserve Protocol, explore

PLUS500 Group Plc (PLUS) – Take Profits

PLUS500 Group Plc (PLUS) – Take Profits

PLUS was added to Venture last December and has performed well. PLUS500 Group The investment case was based around a low valuation with strong cash flow, dividends and buybacks. The shares had been depressed, but that is no longer the case.