weekly-roundup

It is rare that the market breadth can be as thin as it is today outside of a bear market. That is, the number of stocks in an uptrend is low, yet the stockmarket is holding up. The only recollection I have over the past 25 years was in 1999,

There was a downbeat tone from ByteTree this week but more a reflection of market liquidity than an economic slump. The dollar has started to rally again, and that has put commodities and crypto under short-term pressure. More importantly, perhaps, the largest and most liquid assets are the beneficiaries, at

Once again, markets seem to be selling off in May. Hence no action in the Whisky and Soda portfolios, which are already positioned for better opportunities to emerge. They’re not the only ones. As Charlie Morris highlights in this week’s Multi-Asset Investor, America’s favourite avuncular uncle is

I know King Charles III owns lots of gold, especially on his head, but I’d be surprised if he’s got any Bitcoin. It’s probably a bit too late for this coronation, but they ought to look into it for the next. They had best not wait too

In a busy week for ByteTree, the theme was risk. Robin and Rashpal wrote about risk in the Adaptive Asset Allocation Report with the opening line: “The story is the same. Globally we are in a bear market. However, bear markets have rallies. Seasonally, the best period for one is