The title of this post is a sentence Corey Hoffstein said in a recent podcast episode with Meb Faber. Jeeez how much I miss Pirates of Finance. It is a very simple sentence that highlights how, in many cases, finance Read more…
If you want to undermine investing, you refer to it as gambling. Risk Of Ruin is a podcast that talks about how you can gamble without gambling. It is all about positive expected value and edges. I love the podcast Read more…
Last week I read this FT article about copy trading. I was expecting the routine stories of users that started full of hopes and eventually got rugged: the first part of the piece did not disappoint me. After referring to Read more…
Weeks ago I read the following post, which hit straight into my soul (I left the original Italian version, you can find the English version straight after): Quante volte negli anni scorsi abbiamo ascoltato o letto che Europa e Stati Read more…
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 to what I Read more…
I am not sure who my audience is anymore, so I will try to keep this post as generic as possible. If you recognise where the example comes from, kudos to you 🙂 There is an investor with an 80% Read more…
This week, I read a post from my pal Finanza Cafona on how he manages his money and budget. I call this type of content “finance porn” because I think in many cases the author wants to humblebrag how successful Read more…
Every video/post about dividend investing should start with a big, clear disclaimer that says “This investment strategy is suboptimal; it might help you behaviourally but you are going to pay for the privilege”. Like those ads against piracy before a Read more…
It is almost the two-year anniversary of this post I wrote about the role of gold in a portfolio. A few days ago, someone re-posted on Twitter the research piece that prompted me to write my post (well, half of Read more…
I read a post from Ben Carlson about lifestyle creep and had a few thoughts. Mainly two, to be exact. “Feeling rich” and “being worried about money” are emotions, therefore exist because everyone is also exposed to the opposite. Can Read more…