Sign in Subscribe

weekly-roundup

Value Makes a Comeback

Value Makes a Comeback

ChartBytes; ChartBytes is a publication showing a selection of observations from the ByteTree Terminal. It covers ByteTrend charts, on-chain data, fund flows, gold valuations and anything else interesting that we think is worth sharing. In this edition, we show how Value has made a comeback and why it’s time

The Dollar Is Back

The Dollar Is Back

Over the past year, what was good for the US dollar was bad for the stockmarket. The world’s reserve currency lubricates (or seizes up) financial markets. A weak dollar is bullish, and a strong dollar, bearish. The dollar was strong (the euro weak) until September, and that put downward

Mind the Gap

Mind the Gap

In this week’s Multi-Asset Investor, I recalled the two biggest problems facing the market in 2022, namely the collapsing bond market combined with an energy crisis. These pressures subsequently eased, and a new equity bull market has emerged. It has made us money, but the risk is that higher

Mainstream Media Doesn't Get Bitcoin

Mainstream Media Doesn't Get Bitcoin

Mirroring the latest AAA, the Multi-Asset Investor delves into Emerging Market bonds this week and adds a position to the Soda portfolio. Charlie Morris has now completed the re-positioning from his defensive stance in 2022 in both the Whisky and Soda portfolios. The timing has worked out well. Since publishing

Going for Gold

Going for Gold

With stocks up while the dollar is down, 2023 continues to surprise. It was supposed to be the great recession, but the market says otherwise. That is one of the confusions around gold. In this week’s Atlas Pulse, I compared the bull vs bear arguments. The track record has

Dr Copper and Professor Gold

Dr Copper and Professor Gold

Trend-following is established as one of the most powerful investment strategies. Yet it is poorly understood. On our ByteTrend tool, for example, do you think you should be buying zero stars and selling five stars, or the other way around? The answer is the latter, but because we’d all

Winning in ETFs with ByteTrend

Winning in ETFs with ByteTrend

ByteTrend is a trend-following tool for investors who want to embrace technical analysis like the pros. Here are a few billionaires you may have heard of who all made their money by following trends in financial markets: David Harding Winton Capital Paul Tudor Jones Tudor Capital Cliff Asness AQR John