I have watched seven episodes of the series Fleishman is in trouble. With Atlanta, is one of the best I watched in the last year. While Atlanta was fun but I couldn’t relate to any of the characters (a bit Read more
Inflation is like beauty. Despite thinking, or being deceived into thinking, that a universal measurement is possible, what I see is different from what you see. Last year I wrote a couple of posts on the effects of the recent Read more
This post was born as a quick reaction to the 2022 Golden Butterfly portfolio performance and then morphed into a collection of thoughts about portfolios, diversifiers, cash vs trend, a levered version of the Permanent Portfolio and…probably other things that Read more
If you regularly read trading/investing/personal finance stuff, there is a high chance you would, at least once, have stumbled across a title like “Hedge Funds underperform and yet continue to attract capital from investors”. At first (which means 20 years Read more
Today I will review the ASYMmetric S&P500 ETF, ticker ASPY, in an unconventional way. I still remember when I listened to the very first episode of the Animal Spirit podcast because I was on holiday in Costa Rica, traveling by Read more
I had this post in my ‘queue’ for a while; I was hoping to ride a bit of the Netflix wave about the Madoff doc but I had other 3k things going, including surgery so…here we are, finally. The initial Read more
A week ago I received a message from a reader, who just finished university and is starting his first internship in a few months. Considering the new phase of his life, he wanted to discuss saving and investment strategies. I Read more
The Safe Withdrawal Rate is one of the most debated concepts about retirement. Why? The human being is a creature that needs certainty. Assurance. Certitude. We cannot accept that what happens to us is simply…random. The existence of humanity itself Read more
In April last year, I introduced 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 to what I think is Read more
When I tell people that Twitter is one of my best working tools, most of them think I am joking. Most of them do not use Twitter. Years ago, when FB was still a thing for under-65, someone correctly said Read more