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Blog

Retirement

Your Friends and Neighbours

Last week, two different writers landed on the same idea in the same week, without either knowing the other existed: a paper and, in Italian, a blog post, both asking what actually makes retirement satisfying. Call it a coincidence. Or Read more

By TheItalianLeatherSofa, 7 daysJune 27, 2026 ago
Portfolio construction

Super Cash

I came across a post on r/LETFs about building a “super cash” position, something safely juiced to beat inflation. It got me thinking about a question I hear more than almost any other: Beat inflation. Stay liquid. Don’t take much Read more

By TheItalianLeatherSofa, 2 weeksJune 20, 2026 ago
Lazy Portfolios

The poor man Cockroach Portfolio

Jason Buck did an incredible episode on the Infinite Loops podcast. On the back of it, Roger Nusbaum took the opportunity to recreate the Cockroach Portfolio this way: Look at the backtest. No, really, look at it. This isn’t a Read more

By TheItalianLeatherSofa, 3 weeksJune 10, 2026 ago
Personal Finance

Risky Business

A lot of you probably know Benn Eifert. I’ve linked his stuff here before, I’ve referenced his work, some of you have been following him for years. And for those who haven’t…no worries, I’ll catch you up. Benn was running Read more

By TheItalianLeatherSofa, 1 monthMay 29, 2026 ago
Lazy Portfolios

Permanent Portfolio 2.0

One year and half ago I wrote about the Permanent Portfolio 3.0. I just realised I never did one… on the Permanent Portoflio 2.0, so here we are. Not sure if this would qualify me for a career as a Read more

By TheItalianLeatherSofa, 1 monthMay 20, 2026 ago
Portfolio construction

A trip to Monte Carlo

I’ve been messing around with the Testfol.io Monte Carlo Simulator. The free tier is pretty crippled — 500 simulations, 15-year cap — but Testfol.io is literally the only place where we have a decent Trend Following proxy that actually goes Read more

By TheItalianLeatherSofa, 2 monthsMay 9, 2026 ago
Personal Finance

Professional SAA for the Retail Investor

I came across an interview with Jordan Brooks, who runs macro strategies at AQR Capital Management, in the Journal of Portfolio Management. AQR manages somewhere around $100 billion. Brooks has a PhD, teaches at Yale and NYU, and spends his Read more

By TheItalianLeatherSofa, 2 monthsApril 26, 2026 ago
Personal Finance

The Market That Could Replace the Economist

Thomas Peterffy has a problem with prediction markets. Not with the concept, he loves the concept. His problem is with what they’ve become. And I agree with him. Peterffy, the founder of Interactive Brokers, recently joined the Odd Lots podcast Read more

By TheItalianLeatherSofa, 3 monthsApril 17, 2026 ago
Model Portfolio

Model Portfolio Quarterly Update

In April 2022, I introduced on this blog The Italian Leather Sofa Model Portfolio. As a reminder, here is the portfolio composition: The idea behind the portfolio is stolen from here. The link offers the best explanation of what I think Read more

By TheItalianLeatherSofa, 3 monthsApril 6, 2026 ago
Retirement

The Best Countries to Retire In: A Data-Driven Reality Check

Natixis puts out a Global Retirement Index every year (I found it, as usual, thanks to BankersOnWheels). It’s one of those research pieces that I wish had always existed, especially for someone like me who is keen to optimise and…calls Read more

By TheItalianLeatherSofa, 3 monthsApril 3, 2026 ago

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