Smaller Companies and Technology in Emerging Markets
This week, we make a change in each portfolio to capture the developing investment themes.
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Adding Momentum
Flash Note; The April rally in stocks has been strong, and fears of a bear market have subsided. The energy
The Money Supply Boosts Markets
While we humans react negatively to bad news, it’s one of those times to remind ourselves what drives financial markets.
The ByteTree Broker Survey 2026
ByteTree clients often ask me: “Which is the best broker?” So, a year ago, we launched our annual Broker Survey.
Adding Equities to Portfolios
The ceasefire has been confirmed, and that has been well received by the bond market, which is important.
Stay Cautious
The oil system is still under pressure, but the market is now functioning more effectively.