weekly-roundup

This week I wrote a piece entitled “There is Never Just One Cockroach”, while Robin and Rashpal followed up with a mid-month flash note called “Silicon Valley Bank: Never Just One Cockroach”. Jinx, as they say in the playground. The quote is one of Warren Buffett’s, but it was

Having been the poster child of the 2023 rally, the banks are back in the doghouse as fears grow about their credit quality. This may be exaggerated, but over the years, you come to realise there is no smoke without fire. Silicon Valley Bank (SVB) has been funding the technology

There’s been little action this week across the portfolios. Markets are taking a breather as investors try to decipher multiple conflicting signals. Will inflation abate? How can that happen if unemployment is so low? Why is gold going down and bitcoin flat? Why are markets holding up so well

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

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

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