I wrote a lot about crypto lately, definitely more than it is represented in my portfolio. In the meantime, have collected thoughts on some more traditional assets. Then the war happened. Most of the considerations you will read are still Read more…
I spent a big part of my life being ‘the communist’ for some of my friends and ‘the capitalist’ for the rest. All of this while expressing the same opinions to everyone. Same concepts, polarised reactions. Here are some pics Read more…
The other day I was listening to Ryen Russillo telling the story of how his father is convinced he could score if he would participate in an NBA game. I obviously do not know Ryen’s father but I thought “sure, Read more…
After having spent maybe too much time reading and studying financial markets, I thought I have seen it all. At least in terms of simple investing strategies that were not published yesterday. Value Averaging is a strategy proposed by professor Read more…
Not even 10 minutes after I clicked ‘Publish’ on my latest post about crypto, I landed on this post from Finumus and I was like oh s**t, there is so much I forgot to cover! So here we are with Read more…
I hate periods when markets dive but not for the obvious reasons. After years of panics, I managed to become pretty zen about it…and by zen I mean I do not trade single name stocks. I hold bonds. I have Read more…
In 2021 JPMorgan decided to follow Goldman Sachs steps and open a (sort of) retail branch here in the UK. While GS strategy revolved so far around a cash-saving product called Marcus, JPM built something closer to an online-only bank. Read more…
Two years ago I wrote this post about weird ETFs I own. Two years already?!? It does not feel it was so long ago…and in fact, I was sure I included an ETF…that I cancelled from my Bloomberg launchpad three Read more…
If we had an infinite time horizon, ‘retire early’ would not matter. It will just matter to retire at a certain point. Duh. By ‘retire’ I mean being free to do whatever you want, not necessarily ‘not-working’. You save, you Read more…
Just before Christmas, I found this post where the great Matt Levine explains the feeling of getting a huge bonus and still being sad. Between M&A, IPOs and bond issuances, 2021 has been a very busy year for banks. A Read more…