Opposites Attract — Gold Can No Longer Ignore BitcoinThese assets take it in turns, and gold has recently handed the baton back to Bitcoin.6d ago6d ago
My Journey in Finance: My Global Trend FundMy experience in running a global equity momentum fund during what later turned out to be the worst period for momo investing on record.Nov 10Nov 10
Understanding What Drives BOLDBlending Bitcoin and Gold on a risk-weighted basis leads to a more favourable outcome than Bitcoin or Gold alone.Nov 5Nov 5
My Journey in Finance: The Momentum CrashThis is a fabulous time to buy the past losers, as The Multi-Asset Investor clients have experienced several times.Nov 3Nov 3
My Journey in Finance: Riding the EscalatorsWith a trend-following strategy, momentum investors end up owning valuable stocks. But for the few that made it to the top, hundreds failed.Oct 27Oct 27
Glitter or GLTERThe World Gold Council (WGC) has tackled gold’s long-term “expected return” (GLTER), a forecasting method for the returns of an asset…Oct 21Oct 21
My Journey in Finance: How to Build a Momentum FundLast week, I kicked off this new series by introducing why momentum works. Please have a look at Why Momentum Works before you carry on.Oct 20Oct 20
My Journey in Finance: Why Momentum WorksIn this new series of articles, My Journey in Finance, I wanted to explain why the ByteTree investment process is what it is. It is built…Oct 13Oct 13
ByteTree Q3 2024 Quarterly Performance ReviewIn this quarterly update, I shall review the Soda and Whisky Portfolios alongside Venture, our deep-value research service.Oct 6Oct 6
Natural Diversification and +64% in 12 MonthsOver the past year, Bitcoin’s performance has returned +133.9%, in contrast to Gold with +41.7%. BOLD has returned +64.3%.Oct 1Oct 1