Journal to portfolio afterlife

[portfolioafterlife]

Le crypto recuperano dai minimi della settimana.

 

[portfolioafterlife]

How To Avoid Stupid Mistakes

Listen now | As a long-term investor, risk management is mostly about avoiding them.

themacrocompass.substack.com

 

[portfolioafterlife]

Gold is having a decent year, if only by not losing. Year-to-date returns highlight gold as one of the few asset classes in the green, albeit with a modest 2% return. For investors looking for hedges, should they allocate more to gold? My view is it depends on what you’re hedging against. Gold, along with every other asset class, is struggling with the Federal Reserve’s tightening cycle. That said, gold can still hedge the most chaotic and uncertain of events: war.

Yes, gold still hedges chaos | BlackRock

Gold can be an effective hedge, depending on what you’re hedging against mentions, Russ Koesterich, Portfolio Manager of the Global Allocation team.

www.blackrock.com

 

[portfolioafterlife]

Don't Overemphasize Volatility • Novel Investor

Investors have a tendency to overemphasize the bad aspects of volatility. Peter Bernstein reminds us that volatility has its benefits too.

novelinvestor.com

 

[portfolioafterlife]

Don’t bother forecasting the next 12 months

The title of this post may lead some readers to conclude that in the current environment, there are so many uncertainties that it is impossible to forecast where markets will go in the next 12 months or so.

klementoninvesting.substack.com

 

[portfolioafterlife]

Intangible assets and rate hikes

The increasing share of intangible assets on the balance sheets of companies has created all kinds of problems, particularly for value investors. At the same time, recent research indicated that companies with lots of intangible assets on their balance sheets might be the better growth investments.

klementoninvesting.substack.com

 

[portfolioafterlife]

Petrolio in netto rialzo dopo l'accordo al vertice europeo sull'embargo all'oro nero russo: il Brent è trattato a 123,32 dollari al barile, in rialzo dell'1,36%, riaggiornando i livelli massimi toccati negli ultimi 2 mesi.

Petrolio: in netto rialzo, Brent a 123,32 dollari (+1,36%) - Ultima ora - Ansa.it

Petrolio in netto rialzo dopo l'accordo al vertice europeo sull'embargo all'oro nero russo: il Brent è trattato a 123,32 dollari al barile, in rialzo dell'1,36%, riaggiornando i livelli massimi toccati negli ultimi 2 mesi. (ANSA)

www.ansa.it

 

[portfolioafterlife]

Il valore aggiunto torna al 3%.

 

[portfolioafterlife]

 

[portfolioafterlife]

I costi dell'import di energia esplodono nell'Unione Europa.

File:EA-19, Industrial import price index for total industry and main industrial groupings, unadjusted data, 2010-2022 (2015=100) 30-05-2022.png - Statistics Explained

ec.europa.eu