Journal to portfolio afterlife

[portfolioafterlife]

Triste realtà.

In Brazil, the world’s biggest soybean producer, a 20% cut in potash use could bring a 14% drop in yields, according to industry consultancy MB Agro. In Costa Rica, a coffee cooperative representing 1,200 small producers sees output falling as much as 15% next year if the farmers miss even one-third of normal application. In West Africa, falling fertilizer use will shrink this year’s rice and corn harvest by a third, according to the International Fertilizer Development Center, a food security non-profit group.

For the billions of people around the world who don’t work in agriculture, the global shortage of affordable fertilizer likely reads like a distant problem. In truth, it will leave no household unscathed. In even the least-disruptive scenario, soaring prices for synthetic nutrients will result in lower crop yields and higher grocery-store prices for everything from milk to beef to packaged foods for months or even years to come across the developed world. And in developing economies already facing high levels of food insecurity? Lower fertilizer use risks engendering malnutrition, political unrest and, ultimately, the otherwise avoidable loss of human life.

Bloomberg - Are you a robot?

www.bloomberg.com

 

[portfolioafterlife]

Piove sul bagnato.

 

[portfolioafterlife]

 

[portfolioafterlife]

Non tutti hanno il prodotto interno lordo in calo.

 

[portfolioafterlife]

 

[portfolioafterlife]

The bad news: Sometimes risk assets go down.
The good news: You don’t earn returns on your money without accepting some risk.

The bad news: Investing would be more fun if your portfolio simply went up all the time.
The good news: Those investors who are patient enough to sit through some losses are usually rewarded in the long run.

The bad news: Things feel pretty bleak in the markets right now. Inflation is high. It feels like the Fed might shove us into a recession. Stocks and bonds are both struggling mightily.
The good news: Investing when things feel bleak typically works out if you have a long enough time horizon.

The bad news: I don’t know when things will get better for investors.
The good news: Things will get better at some point.

Good News and Bad News About the Market - A Wealth of Common Sense

Things don’t feel so great when it comes to the financial markets right now. The S&P 500 was down almost 4% on Friday and is now almost 14% off its highs. Other parts of the stock market are down even more. The bond market is also off double-digits at the moment, meaning diversified investors in...

awealthofcommonsense.com

 

[portfolioafterlife]

Io adesso non compro azionario... come ho già scritto, non prima che eimi arrivi a -10% ytd.

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

L'interesse degli istituzionali per le crypto è dettato dal fatto che sono uno strumento come un'altro per spremere commissioni ai clienti. E comunque non si può rimanere fuori da una asset class che capitalizza 2T$ e che ha un potenziale di espansione rilevante. Che la maggiorparte dei 20.000 crypto token esistenti siano fuffa credo sia chiaro a tutti.

Crypto, verso l’istituzionalizzazione? Luci e ombre del web3 - Formiche.net

Diversi Paesi e titani della finanza come BlackRock si stanno aprendo alle criptovalute. Breve panoramica degli ultimi movimenti.

formiche.net