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Portfolio construction

Covered Calls Uncovered (trading options is a mess)

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…

By TheItalianLeatherSofa, 3 yearsJanuary 16, 2022 ago
Personal Finance

Time is the only scarce resource

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…

By TheItalianLeatherSofa, 3 years ago
Personal Finance

Inflation and me

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…

By TheItalianLeatherSofa, 3 yearsJanuary 3, 2022 ago
Portfolio construction

A post about Dennis Rodman, Voltron and gold

I am an avid NBA fan. Aside from the game itself, I love the financial and human dynamics on how to build a successful team. For the uninitiated, the financial aspect is interesting because each team has a ‘salary cap’, Read more…

By TheItalianLeatherSofa, 3 yearsDecember 27, 2021 ago
Personal Finance

Another awful idea from Prof Galloway

Yes, the title is again a click-bait but what can I do? Those google ads has to be fed and the amount of hate out there for Prof G is still unabated. If you do not know what I am Read more…

By TheItalianLeatherSofa, 3 yearsDecember 20, 2021 ago
Portfolio construction

Alternative investments with Meb Faber and Phil Huber

I am a long-time stan of Meb Faber. I managed to invest in one of his ETF ($GAA) before my broker blocked me for MiFiD reasons; my not so secret hope of that rule being repelled here in London after Read more…

By TheItalianLeatherSofa, 3 yearsDecember 13, 2021 ago
Personal Finance

Portfolio Update

It’s been a while that we do not talk about your favorite topic, me (ah!). In the last few months I made some investments that would for sure perform nicely in what it looks like, now, the incipit of a Read more…

By TheItalianLeatherSofa, 4 yearsDecember 6, 2021 ago
Personal Finance

Subscriptions: how to kill your budget by a thousand cuts

It’s been some years that I have trouble sleeping. Not because my investments keep me awake, some nights my body simply decides that it does not want to sleep. Gone are the days when I could drink five redbulls (and Read more…

By TheItalianLeatherSofa, 4 yearsNovember 29, 2021 ago
Personal Finance

The Migrant (How to Boost your Income).

Passive income and investments in general are great to help you reach your financial goals but the best way to get there fast is to increase your main source of income. For all of us still ‘old school’, this means Read more…

By TheItalianLeatherSofa, 4 yearsNovember 23, 2021 ago
Personal Finance

No Bonds for Charlie Ellis

I read this post earlier in the week and I got quite disappointed. Humble Dollar is supposed to be one of the ‘good’ financial divulgation outlet and the author of the post, Charlie D. Ellis, wrote a seminal book called Read more…

By TheItalianLeatherSofa, 4 yearsNovember 13, 2021 ago

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