tmai

Trade in Soda Welcome to ByteTree Premium, and thank you to the new readers for signing up. Please take a moment to familiarise yourself with ByteTree Premium. There’s lots happening on the site, and no doubt some of you will be perplexed by the amount of research available. You

Welcome new readers, and I thank you for joining ByteTree Premium and for the many kind messages. It’s a big week for data. US consumer price inflation (CPI) was reported today at 7.1% against 7.3% last month. It was down from 7.7% last month. Markets seem

A warm welcome to new readers. I shall soon host a webinar to introduce you to ByteTree and answer questions. If the valuation models are correct, which no doubt they are, emerging markets are getting ready to lead the world, just as they did before 2008. We currently have a

Trades in Soda and Whisky In recent weeks, the Whisky Portfolio has been repositioned, while Soda’s shift is still underway. While I can find plenty of stocks to buy for Whisky, I am struggling to find diversified equity exposure more suitable for the Soda Portfolio. I am currently underwhelmed

Trades in the Whisky Portfolio Put simply, it feels a bit like 2001 when the unwind of the technology bubble was devastating, but the value stocks were fine. I am avoiding the landmines and pursuing value. Some stocks may not work out, but by diversifying, we should ensure a more

Trade in the Whisky Portfolio The much-anticipated CPI data on Thursday came in below expectations, and the market took it well. The message was that the end of rate hikes is within sight, and the stockmarket saw the third-largest momentum crash on record. This, very likely, signals a sustained about-turn