Personal Finance
Portfolio Update
It’s amazing, for me, that after 25 years looking at this stuff I still manage to get surprised when I should not. I read about people that spend millions to buy a jpeg of a rock (and thousands to buy Read more…
Personal Finance
Tax Evasion
Do you like my click-bait attempt? You will hate me even more when you realise this post is basically relevant only to people living in the UK (ok…not exactly…every country in the world incentivise saving and investing via tax reductions Read more…
Personal Finance
Family Office faite maison
There are two categories of people in the world: the ones that love Packy McCormick and the ones that do not know Packy. Howard Marks (I think) said that good stock traders are optimist while good bond traders are pessimist. Read more…
Personal Finance
Is S&P500 the right benchmark for you?
(especially if you do not live in the US) Last week the biggest US tech names reported their Q2/21 results: Tesla, and to a lesser extent Netflix, starting point was low enough that an almost triple-digit growth is still in Read more…
Personal Finance
Seedrs, my adventures as an angel (investor)
The early days My relationship with the start-up world had some highs and lows. Ten years ago I was dating this girl that had some friends involved in Rocket Internet: in her eyes, it was the chance to join the Read more…
Personal Finance
Interactive Brokers slashes fees! (and other considerations on stock brokers)
I had to read and re-read the email three times. I then found some confirming tweets: IB is indeed removing the $10 monthly inactivity fee it was charging its poor (with less than $100k balance) clients. In 25 years of Read more…
Personal Finance
The Everest Formula
or…The Italian Leather Sofa for the community. Commenting a recent post, Luca suggested me to have a look at The Everest Formula website and…why not! I wish there will be more interaction on this blog, if you post your questions, Read more…
Personal Finance
Custom Indexing
A quick peak into the future (while I wait for my boss to approve some trades and then I dash to the gym). If you are interested in factor investing, you probably know that beauty is in the eye of Read more…
Personal Finance
A trader story, chapter 1
Most probably I had the trader bug since I was born. Do you have a memory about your early adolescence that you are not sure if it happened for real? Obviously this only works if you are Gen X like Read more…
Personal Finance
A Mortgage Primer
One year ago I signed my first mortgage in UK; in less than one year, I will have to renegotiate it. For everyone not living on the-perennial-rain island (no, not that one, the one on the right, the one with Read more…