Journal to portfolio afterlife

[portfolioafterlife]

Vendute queste quote con gain +1,4%. Ci pago qualche commissione di negoziazione. Il turnover annuale torna al 300%.

La preveggenza ... magari fosse vero

 

[portfolioafterlife]

Il mondo del commercio è cambiato per sempre.

 

[portfolioafterlife]

 

[portfolioafterlife]

The question of whether these trends will continue to apply for the rest of the year cannot be answered without taking a stand on inflation, and the effects that fighting it will create for the economy.

• If you believe that there is more surprises to come on the inflation front, and that a recession is not only imminent, but likely to be steep, the returns in the first five months of 2022 will be a precursor to more of the same, for the rest of the year.
• If you believe that markets have mostly or fully adjusted to higher inflation, betting on a continuation of the small cap and value outperformance to continue is dangerous.
• To the extent that there may be other countries where inflation is not the clear and present danger that it is in the United States, investing in equities in those countries will offer better risk and return tradeoffs.

As I noted in my last post, once the inflation genie is out of the bottle, it tends to drive every other topic out of market conversations, and become the driving force for everything from asset allocation to stock selection.

A Follow up on Inflation: The Disparate Effects on Company Values!

A blog about markets, finance and all things money related.

aswathdamodaran.blogspot.com

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

China Reemerges as Top Mining Hub a Year After Blanket Ban

China has re-emerged as a major mining hub to lead ahead most with a 21.1% mining capacity followed by Kazakhstan (13.22%), Canada (6.48%) and Russia (4.66%). The US, meanwhile, has firmly established itself as a leader with a 37.84% share of total hash rate activity.

China Reemerges as Top Mining Hub a Year After Blanket Ban

China has jumped back to one of the top mining hubs in the world despite a crackdown on operations by the country's government last year.

blockworks.co

 

[portfolioafterlife]

 

[portfolioafterlife]

swda, itek, hste, negli ultimi 6 mesi.