The starting point of my journey in personal finance and investing was trading. Trading was my first love. This is the reason why I only recently had a look at annuities; for a long time, I considered the instrument as ‘too boring to bother’ and an area so full of Read more…
I discovered @MacroAlf and his YouTube/podcast only recently. Sunday morning my daughter decided to wake me up at 6.30 am and since it was the first day in almost two months I did not have any NBA game to watch, I decided to give this interview a go while Frozen Read more…
This is a port-mortem about my investment in the crypto token $LUNA. The token came on my radar after I read The Generalist briefing about it. I started reading The Generalist just a few months prior, after their infamous trilogy on FTX. I would not say at that point I Read more…
It was ‘convexity week’ on TILS. After this tweet, a lengthy and insightful debate started on what convexity means. At the same time, PortfolioCharts posted a link to this Italian blog where the author explains…convexity (there is an English version of the blog but I couldn’t find the link to Read more…
The other day I was listening to Ryen Russillo telling the story of how his father is convinced he could score if he would participate in an NBA game. I obviously do not know Ryen’s father but I thought “sure, they would eat you alive…if you ever manage to touch Read more…
I hate periods when markets dive but not for the obvious reasons. After years of panics, I managed to become pretty zen about it…and by zen I mean I do not trade single name stocks. I hold bonds. I have a diversified portfolio. I zoom out. Even if I am Read more…
It’s been a while that we do not talk about your favorite topic, me (ah!). In the last few months I made some investments that would for sure perform nicely in what it looks like, now, the incipit of a new bear market (ah ah!). Enjoy the ride. A premise Read more…
This week MrRip, the person behind retireinprogress.com (and soon mr.rip?), invited me to join one of his Twitch live streams (in Italian). I am fairly new to this ‘game’ and do not fully know the proper etiquette to thank him for the opportunity, it was definitely a blast for me. Read more…
I have read numerous posts on the pros and cons of buying a second, vacation home and decided to write my own. My parents bought a chalet on the Italian Alps before I was born and it is probably the place in the world where I instantly feel the most Read more…
Religions are a bubble that will prove to be “worthless” John Paulson Religions are a fraud Paul Singer Would you believe the above quotes were real if the person said his judgement is based only on intrinsic value? What about this: As I dug into the actual underpinnings, it just Read more…