weekly-roundup

Since the 1970s, the almighty US economy has expanded at a 6% rate in nominal terms. With inflation averaging 3.8%, real growth has been around 2.2%, which isn’t bad for a juggernaut. The trouble is that government debt has been growing at 9%. Fifty years of compounding

I never highlighted Robin and Rashpal’s last AAA Report, which was published during the Christmas holidays. If you missed it, I wanted to show you Robin’s year-end closing remarks: “We also noticed that there has been a disconnect between underlying fundamentals and market moves…. One of the problems

We are pleased to inform our clients of the updated track record for The Multi-Asset Investor Portfolios at the end of 2023. Both portfolios managed a positive return, with Soda giving back much of the relative performance gained in 2022. Fortunately, Whisky continued to perform well, making another leap forward.

This might be a good time to catch up with the important messages from ByteTree Research. Just before Christmas, I recorded two webinars with ByteTree clients: Stocks and Bonds in 2024 We reviewed markets in 2023 and looked at the performance of the Soda and Whisky Portfolios, the state of

After a challenging yet fascinating year, ByteTree will be on holiday until Tuesday, 2 January, at which point we will face the uncertainties of 2024. It is going to be an interesting one, full of elections, which means government spending will remain out of control. That means the money will

Two weeks ago, my piece Another Momentum Crash (momo) proved prescient, as that is exactly what happened this week. The chair of the US Federal Reserve, Jeremy Powell, aka Santa Claus, told the markets that the Fed was done and paved the way for rate cuts next year. Bonds soared,