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The Multi-Asset Investor Track Record to End 2023

The Multi-Asset Investor Track Record to End 2023

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.

Get Ahead of Markets in 2024

Get Ahead of Markets in 2024

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

A Year at ByteTree

A Year at ByteTree

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

Umami

Umami

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,

“Better Off in BOLD”

“Better Off in BOLD”

It has been an eventful year for our favourite two alternative assets. Gold is up 11%, while bitcoin has managed an impressive 158%. Yet bitcoin is still down substantially since the old high in 2021. In contrast, gold just made a new all-time high; something it has been doing repeatedly

Another Momentum Crash Is Coming

Another Momentum Crash Is Coming

This feels like one of those moments when the stockmarket is about to soar. I don’t mean the index necessarily, but the cheap stuff that is all around us. When I look at popular large caps, I find them terrifying and struggle to see why anyone would own them.

Gold, Silver, Miners, or BOLD?

Gold, Silver, Miners, or BOLD?

Gold is on the verge of an all-time high, and it’s about time too. Robin Griffiths, who writes the AAA Report for ByteTree, which will be published on Wednesday, reminded me last week that there are tops, double tops and triple tops, but you never see quadruple tops because