Journal to portfolio afterlife

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https://twitter.com/x/status/1709982030996361693

 

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https://twitter.com/x/status/1710018560100081929

 

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Da vedere se salgono anche gli stipendi degli americani.

https://twitter.com/x/status/1709999267446747267

https://twitter.com/x/status/1710064677865021502

 

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https://twitter.com/x/status/1710046589694148831

 

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Il settore delle energie rinnovabili tende ad essere molto sensibile ai tassi di interesse perché i progetti di energia pulita richiedono agli sviluppatori di prendere in prestito in anticipo grandi quantità di capitale per costruire progetti. A rendere le cose ancora più complicate, il costo dell’elettricità generata da energie rinnovabili tende a essere influenzato molto di più dall’aumento dei tassi di interesse rispetto all’elettricità generata da combustibili fossili.

La domanda cinese di rame e petrolio cresce per soddisfare le energie Green. Gli USA cedono

Nuovi dati provenienti dalla Cina ed elaborati da Goldman Sachs suggeriscono che molti timori potrebbero essere esagerati. La banca d’investimento ha riferito che la domanda cinese di molte delle principali materie prime è in realtà cresciuta a “tassi robusti”, grazie in gran parte al settore...

scenarieconomici.it

 

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Bitcoin as the first truly scarce digital asset ever invented received a first mover advantage and has maintained this advantage over time. Note that while bitcoin’s dominance, or its market capitalization as a percentage of the entire digital asset ecosystem, has declined from 100% to approximately 50%, this is not due to it
shrinking in size, but rather the rest of the ecosystem growing.

https://www.fidelitydigitalassets.com/sites/default/files/documents/1012662.3.0%20Bitcoin%20First%20Revisited_Final.pdf

 

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"Stop al rialzo dei tassi": la voce nella Bce che può cambiare tutto

"Non c'è ragione per un ulteriore rialzo dei tassi", dice dalla Bce Francois Villeroy de Galhau. Ora, secondo il banchiere, bisogna piuttosto deve discutere di quanto a lungo debbano restare così

www.ilgiornale.it

Speriamo

 

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Crude oil price volatility was increased again by the OPEC+ JMCC meeting decision that advised not to change its current production strategies. The two main players Saudi Arabia and Russia will continue to keep their voluntary supply cuts in place, officially to support the market.

The impact of higher crude oil prices is not yet a real factor in OECD markets, even that consumers are complaining and industry is worried, but still no demand destruction in place. Volatility at present is mainly a combination of unrest in financial markets, struggling bonds and share prices, volatility in US politics and the growing impact of algorithms in commodity markets.

When looking at overall demand and current crude oil and petroleum products storage volumes, especially in the US and Europe, all signs are showing a huge potential that prices should go up.

At the same time OPEC+ also fully understands that there is no other sheriff in town at present that could force them to change their policies. US oil and gas is not struggling, but faces increased political opposition to its potential production strategies. Washington’s push for renewables and unwillingness to commit to licensing new areas for production is a threat that is a sugarcoated cooky for OPEC+. Washington also doesn’t have anymore a real option to use its SPR volumes to cool down at least domestic markets. US president Biden is looking at a loss-loss situation, even if he would decide to use SPR options again. The market fully understands that in the end these volumes will need to be replenished, at costs much higher than Biden’s Administration has been anticipating.

For OPEC+ there is however a major factor that should be taken into concern. If global recession fears are materializing or a major financial crisis hits stock and bond markets, a very negative boomerang will hit them in the face. Lower demand, combined with high energy prices, will break down the current overheated crude oil markets with a bang. If all factors are hitting the screens of algorithm based hedgefunds and traders, a major downward price rally could start.

Taking the above in consideration, the warning made by Eric Waerness, chief economist of Norwegian energy giant Equinor, should not be taken lightly. Waerness stated that the current OPEC+ strategies will lead to $100 per barrel. If this is going to happen, possible demand destruction should be taken into account.

No time to call the bluff as OPEC+ poker game continues. Volatility and risks however increase - Hilltower Resource Advisors

OPEC+ continues its current export strategies but crude oil volatility increases substantially. Demand risks increase, but no bluff poker call

hilltowerresourceadvisors.com

 

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"Stop al rialzo dei tassi": la voce nella Bce che può cambiare tutto

"Non c'è ragione per un ulteriore rialzo dei tassi", dice dalla Bce Francois Villeroy de Galhau. Ora, secondo il banchiere, bisogna piuttosto deve discutere di quanto a lungo debbano restare così

www.ilgiornale.it

Speriamo

Potrebbero tenere fermi i tassi per un lungo periodo di tempo, dipende da come andrà la recessione.

 

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https://twitter.com/x/status/1710166455017173169