Focus on Fundamentals In line with our previous newsletter, we at Myrtle remain contrarian and very bullish. April 2025 has opened with intense volatility and global uncertainty. From macroeconomic headwinds to geopolitical risks, investors are grappling with tough questions: Could we be heading toward a global recession? How will these shifts impact our portfolios and…

Time to be Contrarian "History demonstrates that investors who buy assets that are out of favor and avoid assets that are in favor will enjoy superior results over the long term." — David Dreman Bitcoin has corrected approximately 15% since the end of January. To us, the current market environment feels reminiscent of just…

Choppy Waters As we settle into this new year, it's the perfect time to reflect on the lessons learned and the opportunities ahead—especially in the world of crypto. It's often said that in investing, "Corrections are unpredictable. By selling to avoid pain, you might miss the next big gain." – Peter Lynch. This is an…

The Turning Point As the new year begins, the one thing that we can see with clarity is that this year will be a turning point for the digital asset industry. Now, for the first time in the history of crypto, we will have entrepreneurs, regulators and policymakers working together, determined to unblock the…

Big Ambitions, Small Errors When you’ve got some of the best minds working together and quite literally aiming for the stars, what could hold them back? A complex “Millenium Prize” problem, perhaps? Well, as it turns out, it was the tiniest of errors - one a sharp primary student might catch - that brought…