Journal to portfolio afterlife

[portfolioafterlife]

 

[portfolioafterlife]

While buying bonds today may still have some “pain” in them, we are likely closer to a significant buying opportunity than not.
More importantly, if we are correct, the coming bull market in bonds will likely outperform stocks and inflation-related trades over the next 12-months.
Such an outcome would not be the first time that happened.
Of course, buying bonds when no one else wants them is a tough thing to do.

Bull Market In Bonds Set To Return With A Vengeance - RIA

The bull market in bonds is set to return with a vengeance as the Fed hikes rates to the point that something breaks in the credit markets.

realinvestmentadvice.com

 

[portfolioafterlife]

 

[portfolioafterlife]

The bottom line is that if you still believe active management can be a winner’s game, the evidence demonstrates that you should limit your choices to active funds that have “index-like” costs (e.g., the active funds of Vanguard), high active share and relatively low turnover (limiting trading costs).

Active versus passive all boils down to cost | TEBI

Active versus passive all boils down to cost, new reasearch suggests. If active managers could reduce the cost, there may be a case for using them.

www.evidenceinvestor.com

 

[portfolioafterlife]

Le mutande di ghisa funzionano ma sono scomode.

One truth is that if you’re only saving for the risks you can envision, you’ll be unprepared for the risks you can’t imagine every time. So the right amount of savings/security/liquidity is when it feels like it’s a little too much.

Never Saw It Coming

People are very good at forecasting the future, except for the surprises, which tend to be all that matter.

www.collaborativefund.com

 

[portfolioafterlife]

Economia pianificata

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

https://twitter.com/x/status/1519053900409671681

https://twitter.com/x/status/1519053975085105155

 

[portfolioafterlife]

Il lockdown sta colpendo duro i trasporti, vediamo però quanto durerà nel tempo ... se non rientrano i contagi, secondo me la politica zero-covid cinese porterà un rallentamento globale dell'economia, ma almeno raffredderà l'inflazione.