What’s the risk that the FED next move would be a rate increase? I just listened to The Compound and Friends podcast and someone mentioned this. I do not think is a far-fetched idea, considering that we had three months of increasing CPI above 3%. Do you remember all those Read more…
Last week I published the quarterly update on the TILS model portfolio: it did 7.41% in just three months, a great result (yes yes, it can give it all back even faster but let me enjoy it for a bit). A few days later, it was confirmation bias time. The 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 think is the most common question related to it, i.e. Read more…
Thanks to Bankeronwheels, last week I read this post from Early Retirement Now on trading options. A quick self-reflection digression. I know the existence of ERN because Mr.Rip once told me about it. I had a peek at the blog and immediately my brain rejected it because of “bad layout Read more…
Did I buy a billion of bonds, as notional amounts, in my career? Probably. For sure if I consider various bond buyback exercises. Did I buy every single one on Bloomberg? YES (or…no? I recall once I implemented TradeWeb but I am not 100% certain I ever use it outside Read more…
In the years between the end of high school and the beginning of university, I tried to participate in Magic the Gathering Pro Tour. How to define “trying” is pretty tricky. I was dedicating a lot of time to it, skipping lessons here and there, but I was not skipping Read more…
Three weeks ago David Einhorn was a guest on the Masters in Business Podcast: “Market structures are broken and value investing is dead. That’s the view from David Einhorn. On this episode, the president of Greenlight Capital sits down for a wide-ranging discussion with Bloomberg Radio host Barry Ritholtz“. I Read more…
I cannot recall how long ago I discovered @NomadicSamuel on Twitter. My definition of “Canadian Travel Blogger” might not be 100% accurate but take it as is; he’s a great chap who, for some reason, got the finance bug along his journey. In particular, he got the Picture Perfect Portfolio Read more…
Tony Robbins just published a book about investing that is a not-so-hidden pitch to bring revenues to a Private Equity firm he’s a shareholder. Nick Maggiulli wrote a review that exposed the fact. Nothing out of the ordinary, you would say? Nick Maggiulli is a famous (? Can we say Read more…
I had some difficulty deciding whether to write about Flexible Funds (FF) in English for a broader audience, or to suggest an Italian-only guest post with FinanzaCafona. FF are definitely popular in Italy among retail investors but I have never come across them outside of my home country. However, this Read more…