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weekly-roundup

“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

Regime Change

Regime Change

On Tuesday, the US reported inflation at 3.2%, down from 3.7% last month. Then, on Wednesday, the UK reported 4.6%, down from 6.7%. The markets were ecstatic because it increased the chances that interest rates have peaked. Rates cuts are now priced in for next year.

Bitcoin ETFs Hit an All-Time High

Bitcoin ETFs Hit an All-Time High

There’s lots of talk of an imminent Bitcoin spot ETF launch in the USA, assuming the regulator, the SEC, gives the green light. The crypto space sees this as a game changer as it will enable US financial institutions to invest in Bitcoin and crypto via the stockmarket. We

Peak Rates Means Peak Dollar

Peak Rates Means Peak Dollar

This week saw both the Bank of England and the Federal Reserve hold back on further interest rate hikes for the first time since the start of this cycle. It’s a big deal for the markets, and hopefully it brings relief. Interest Rates Pause No one knows what follows

Bitcoin and Gold Take the Stage

Bitcoin and Gold Take the Stage

I’ll be writing more about ByteTree’s Bitcoin and Gold Index (BOLD) next week for the end-of-month rebalancing report. Last month, the BOLD Index was rebalanced to Bitcoin’s highest-ever target weight of 25.5%, with Gold down to 74.5%. Following a great run for both assets, especially