As the GME saga unfolds, I think there is an ever-lasting lesson to repeat here. Yesterday, while I was q-ing under the rain to do grocery shopping, I listen to the latest episode of The Compound Show with Josh Brown: the story he tells fitted quite well with the mood Read more
This graph was all over internet recently: One side of the story is that companies got ‘smarter’, understood that investors pay for growth and therefore re-invest every single dollar of cashflow into the business. The way that Amazon did. The other side is that investors think that every tech company Read more
I first wrote about leverage more than one year ago, time flies! It was a good introduction at the concept and what were my initial thoughts. I am not sure how I will ‘develop’ this series of post, maybe one day there will be an entire section of the blog, Read more
The most read post on this blog in 2020 has been this: Scott Galloway is a terrible stock picker. It is funny to me because this is a topic at most tangent with what I usually write about. I love Scott and what is funnier is that 99% of the Read more
Earlier this week I choose The Rewatchable episode on Wall Street to be my background distraction while I was exercising at home (once again…thank you Boris). Bill and Brian went through the movie and all the other finance-related movie stars that came after: they are all men. I do not Read more
Last year I wrote a post about weird ETFs I own. I love these products, they allow you to take specific, sometimes exotic, exposures in a simple and cost effective manner (if you know what you are doing). When Michael & Ben in their Animal Spirit podcast interviewed the guy Read more
I do not remember how I found this blog but I got hooked for several reasons. The writer lives in Switzerland and I am curious to see how another person approaches a country that has multiple idiosyncratic aspects, like headline negative inflation but everything that costs triple compared to any Read more
The great majority of posts about strategies to F.I.R.E. focus on the single individual, you. What if you are in a couple? Trying to force a particular lifestyle into anyone is a recipe for disaster but at the same time I do not think that someone frugal is going to Read more
This post from Morgan Housel provides me a good introduction to discuss a thought I have in my mind since a while. I started trading and investing quite early, at least early for an Italian in the ’90s: very few that took the university path cut ties with their family Read more
Few things recently happened that made me (re)think about the concept of passive income. The Italian stock broker I use since forever decided I cannot trade anymore multiple US listed ETFs, some of which I already own, because…of a regulation dated 2014? Apparently if under MiFid you are classified as Read more