Journal to portfolio afterlife

[portfolioafterlife]

Why Today's Inflation is Not a Repeat of the 1970s - A Wealth of Common Sense

Some thoughts on the similarities and differences between now & the 1970s.

awealthofcommonsense.com

 

[portfolioafterlife]

 

[portfolioafterlife]

Finding Progress in a Sea of Negativity - A Wealth of Common Sense

Why I'm optimistic about the future.

awealthofcommonsense.com

 

[portfolioafterlife]

https://www.etoro.com/en-us/news-and-analysis/market-insights/are-you-afraid-of-the-market/

 

[portfolioafterlife]

Il rialzo dei giorni scorsi resterà nella memoria
dei mercati. È stato infatti prematuro, ma ha
fornito a tutti la consapevolezza che una parte
rilevante del lavoro di correzione è già alle spalle e
che il passare del tempo ci avvicina al momento
della pausa da parte della Fed.

https://www.kairospartners.com/wp-content/uploads/2022/11/rn-20221103.pdf

 

[portfolioafterlife]

The stock market has no memory of recent falls | TEBI

The temptation when markets have had a bad run is to assume that the trend will continue into the future. But the stock market has no memory.

www.evidenceinvestor.com

 

[portfolioafterlife]

The Power of Not Having a View

If you work in the investment industry then you must have a view. Always. About everything. When will inflation peak? Will the Fed pivot? How will Japanese equities fare over the next six months? I…

behaviouralinvestment.com

 

[portfolioafterlife]

 

[portfolioafterlife]

Io mi faccio un'ora di camminata tutti i giorni anche quando piove o nevica.

Bad weather is good for you: take a walk in the wind and rain

Don’t be put off by winter weather – going out into the mud and cold is highly beneficial to our immunity and general health

www.theguardian.com

 

[portfolioafterlife]

Non ha tutti i torti