The Yen and the Big Dig
Trade in Whisky; Before I get to today’s trade, I want to comment on Japan. Although just a blip
TMAI
A diversified portfolio service that blends traditional bonds and equities with alternative assets such as gold, commodities, and digital assets
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Commodities
I have received reports regarding trading metals on the platforms.
Silver Defies Gravity
President Trump was supposed to be a Bitcoin president, yet he has become a golden one instead.
Gilts Surge, Cheap Oil, and BOLD
There’s a huge story in financial markets today, as BOLD was listed on the London Stock Exchange this morning, and we’ll get to that. But first, the other big story, which is gilts.
ByteTree Quarterly Investor Letter – Q4 2025
In this Q4 2025 update, I shall review the model portfolios, named Whisky and Soda, which I have been managing since January 2016. I shall also touch on some of our other services.
The Silver Surge
There were all sorts of theories as to why silver surged, but I think it’s simple. With gold in a bull market and silver being undervalued until recently, conditions are right.