Journal to portfolio afterlife

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https://twitter.com/x/status/1705011113258041634

 

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Se la Russia riparte con la strategia degli attacchi alle infrastrutture energetiche ucraine, dopo aver già sabotato i porti e i depositi di grano, si prospettano tempi duri per l'inverno degli ucraini. La guerra è una cosa tremenda e per questo va fatto un negoziato di pace.

Russia launched missile attacks on Ukrainian energy facilities on Thursday, in one of the biggest attacks on Ukraine’s energy infrastructure in months.
Missile attacks overnight caused damage to power facilities in the western and central parts of Ukraine, CNN's Fred Pleitgen reported from Zaporizhzhia.
The biggest attack on Ukraine’s energy infrastructure comes as the country is preparing for the winter.
Ukraine said that the latest attacks were the largest massive aerial strikes on energy facilities in six months. Russia launched several cruise missiles from strategic bombers from western Russia.

Russia Attacks Ukraine’s Energy Infrastructure Ahead Of Winter | OilPrice.com

Russia launched missile attacks on Ukrainian energy facilities on Thursday, in one of the biggest attacks on Ukraine’s energy infrastructure in months.

oilprice.com

 

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https://twitter.com/x/status/1704893211276173344

 

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https://twitter.com/x/status/1704998046486937854

 

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La recente debacle dei bond è evidente, ma arriverà il momento della loro riscossa, quando ripartirà il ciclo di taglio dei tassi.

https://twitter.com/x/status/1704884691030151414

 

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https://twitter.com/x/status/1705062328163545552

 

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Politiche errate portano a danni irreversibili.

Europe has subcontracted its economic fate to the rest of the world yet again. It is gambling that America and China will lift global demand enough to pull the eurozone out of stagnation, before this downturn tips into something closer to a protracted depression.

This reliance on somebody else’s fiscal stimulus is the mindset of a mid-sized country. It is a recipe for stagnation in a large monetary union that conducts most trade within its own currency bloc.
The lessons from the lost decade from 2008 to 2016 have been forgotten, if ever learned.

At current exchange rates, Chinese carmakers can produce mass market EVs for €10,000 less than European rivals. The euro may be weak against the dollar but it has soared in real terms against the yuan and the Asian currency nexus over the last year.

Qualsiasi rivoluzione verso l'idiocrazia europea non può essere che fascista

Europe’s political class cannot afford to make another colossal error in economic policy. The post-Lehman lost decade lasted longer and was worse in aggregate than Europe’s performance in the 1930s.
A second lost decade would test political consent to breaking point. It would surely combine with the culture wars to unleash something close to political revolution, and probably of fascist hue. The EU is insuring against the wrong risk.

Europe is relying on global stimulus to save it – that may be a fatal miscalculation

The assumption the bloc can trade its way back to health is a recipe for stagnation

www.telegraph.co.uk

 

[black-opal]

Dalle mie parti gli anziani dicevano: quando eravamo giovani avevamo i denti ma non il cibo ed ora che siamo vecchi abbiamo il cibo ma non i denti

Un pillola di saggezza, non lasciate che la vostra energia vitale vi scorra via tra le mani senza che ve ne accorgiate.

Don’t underestimate the risk of inaction

 

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https://twitter.com/x/status/1704920174845972592

 

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https://twitter.com/x/status/1705109957316853993