I am quite bad with dates, as remembering the day something happened…not a date like going out with my wife, in that I am pretty good at that, just look at my wife! To be more precise I am bad regarding past dates, 75% of my daily job is planning Read more…
I found this blog one year ago thanks to Nick Maggiulli; I am quite fond of it because it provided me the solution to my quest for leverage: Interactive Broker. I spent some years looking for a bank that would accept to give me leverage holding my stock portfolio as Read more…
I decided to try something different for this post. I always thought that are some affinities between investing and Fantasy Football and wanted to write about my approach to it since a while. What prompted me to do it now is not because I won (yeah! it helps) but because Read more…
When I was 17 I went to the US for a 1 month basketball tour with my Italian team; every two nights we were sleeping with a different family in a different town, but there was a ritual that happened at almost every stop: after the first dinner, the father Read more…
I do not have a lot of inspiring thoughts these days. I spent the last two weeks teaching my daughter how to pee in a pot: despite the huge effort needed, there are not big lessons to get out of it…outside what is already my mantra “Trust the Process”. After Read more…
This is my third post about leverage, you can find the first introduction here and a second, practical implementation, here. In particular, I want to comment this recent paper from JPMorgan that I found really interesting (spoiler alert: I agree with them). I will try to ‘translate’ the paper for Read more…
This is a quick, lazy post. I do not own any single name stock since almost four years (lie! I owe uncle Warren stock actually!), last IPO I participated in was in 2006. It is a part of the market I gave up so long ago, as you can imagine Read more…
And for a period of time, it certainly seemed so. I was reading bloggers (yeah, not investors) making yearly returns of 11%, 12%, even more than that. I was asking myself why I was only cautiously deploying capital into p2p while people out there were making a killing. Then scams Read more…
Two weeks ago I did not know the existence of Greensill, I bet 99% of the readers of this blog do not neither. Their website was taken down last Wednesday, so not more luck if you wanted to have a peek now. I got curious after reading headline after headline Read more…
Last week I decided to do a bit of a change, instead of passing my days sit at my kitchen table working, I took a week off…to pass my days on the couch in front of my kitchen table. At least that was the plan; as exciting as it sounds, Read more…