Journal to portfolio afterlife

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https://twitter.com/x/status/1707061851937280352

 

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xdw0 di nuovo sui massimi.

 

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https://twitter.com/x/status/1707146938708070477

 

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Di questo avevo già scritto diverso tempo fa, gli Usa ora ritengono che sia Venezuela che Iran siano dei paesi con cui si può commerciare e negoziare e non sono più due paesi gaglioffi. E' la politica a geometria variabile dove la lista dei buoni e dei cattivi cambia a seconda della convenienza.

https://twitter.com/x/status/1707125422608023677

 

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This Is No Time For Celebration, The Oil Rally Is Just Getting Started (Commodity:CL1:COM)

In combination with the voluntary cuts from Saudi and Russia, the global oil market is going to get very tight. Explore more details here.

seekingalpha.com

 

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Un bell'approfondimento sulla crisi energetica (8 episodi).

https://www.youtube.com/@EnergyTransitionCrisis1/videos

 

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https://twitter.com/x/status/1707166248088318147

 

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Ma che delinquenti, si permettono di investire nelle energie fossili

According to a report by The Guardian in collaboration with Dutch investigative platforms Follow the Money and Investico, international banks, including European ones, continue to engage in hydrocarbon financing. The report reveals that global bond markets have facilitated approximately €1 trillion (£869 billion) in funding for fossil fuel companies since the Paris Climate Agreement, even as pressure mounts on European banks. Mainstream European banks, such as Deutsche Bank, HSBC, Barclays, as well as Dutch banks like ING, have supported bond issues for hydrocarbon projects worldwide. Notable beneficiaries have included Brazil's Petrobras and Russia's Rosneft since 2016. These staggering figures often go unreported in ESG-related disclosures, as bond sales are typically excluded from bank climate change performance reporting.

To achieve climate change and emission targets outlined in the Paris Agreement, there is still a considerable journey ahead. The situation highlighted above is noteworthy but not surprising in financial or legal contexts. Even the European Union has recently acknowledged that global and EU economies will rely on hydrocarbons for energy and products for decades to come. Given the scale of the challenge, it's essential to recognize that many national oil companies are not even required to disclose their investment portfolios. The €1 trillion figure mentioned in The Guardian's report is likely just the tip of the iceberg, with no sign of it melting away. In the coming years, based on international reports such as those from OPEC and the EIA, demand for oil and gas is expected to continue growing until it possibly peaks after 2040.

Financial Uncertainty Surrounds Oil And Gas Funding | OilPrice.com

A senior executive at Norges Bank called upon the world's largest investors to exert pressure on companies to develop robust transition plans

oilprice.com

 

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Ho preso ancora un cippino di AT2120 a 36,15€.

 

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Regardless of the price, gold is selling like hotcakes, judging by comments Tuesday from Costco Chief Financial Officer Richard Galanti. Speaking on the company's quarterly earnings call, Galanti said the bars are in hot demand and don't last long when in stock.

Costco is selling gold bars and they are selling out within a few hours

The retail warehousing giant is your one-stop shop for 1 ounce gold bars, handsomely detailed and ready for purchase.

www.cnbc.com