ByteTree

We've weathered the tariff storm, but there is a new one brewing...

Bond yields are rising again, and the UK 30-year gilt (blue) is now well above the levels when Liz Truss was the UK Prime Minister, albeit for a short time.

US yields (black) are close behind and are also rising. Europe (green) is climbing above 3% despite seven rate cuts. Japanese yields (red) are also rising rapidly. Only China (purple) has falling yields, making them the cheapest source of funding in the world.

The rising bond yields explain the strength in Value stocks (industrials and financials) and the weakness in Q

Our latest Venture update by Charlie Morris highlights an undervalued world-class UK company that specialises in high-end industrial technology. Over the past 30 years, it has rarely offered investors the opportunity to buy at these knockdown prices.

👉 Venture: UK Industrial

ByteTree

Venture: UK Industrial

This is a high-end industrial technology business that is world-class, and over the past 30 years, it has rarely offered investors the opportunity to buy at these knockdown prices.

This Venture update highlights a European software company, which fell foul of the 2021 tech bubble. That’s now behind them, and recent results point towards this being an excellent company, which is now undervalued - our favourite combination.

👉 Venture: European Software

ByteTree

Venture: European Software

This is a growth stock that fell from grace after the 2021 tech bubble. Recent results suggest it is an excellent company, and too cheap.

On 27th April 2022, a time when Bitcoin was in a bear market, and investors were losing interest in Gold, we took the opposite view and saw it as a good time to launch BOLD on the SIX Exchange in Zurich, Switzerland. Our Founder Charlie Morris (right) marked the occasion by ringing the cowbell when the market opened.

Since launching BOLD, two things have changed: Gold is beating the S&P500 by quite the margin, while Bitcoin has run ahead of the NASDAQ. Due to Bitcoin and Gold performing well, BOLD has naturally been a hugely successful investment strategy. But more importantly, is the resili

📈 Global Value vs Growth since 1974

Under normal circumstances, the passive investor does little or nothing, perhaps periodically rebalancing between bonds and equities. The low costs are appealing, but then there’s often an advisor who seems to offset much of that benefit. It all looks so easy, and it is, but the outcomes will differ widely, depending on the era you invest over.

Currently, passive investors are not passive at all; they are growth investors, and massively so. The tech bubble has popped, and the index party is over; probably for years. We are at one of those times in history