Journal to portfolio afterlife

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[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

Il portafoglio continua il recupero ... ma io sento puzza di bruciato.

 

[portfolioafterlife]

 

[portfolioafterlife]

Powell announced that the Federal Reserve plans to publish this summer a discussion paper that will explore the implications of fast-evolving technology for digital payments, with a particular focus on the possibility of issuing a U.S. central bank digital currency.

Federal Reserve Chair Jerome H. Powell outlines the Federal Reserve's response to technological advances driving rapid change in the global payments landscape

Technological advances are driving rapid change in the global payments landscape. The Federal Reserve is studying these developments and exploring ways that it

www.federalreserve.gov

 

[portfolioafterlife]

 

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According to AQR’s data, the correlation between value stock returns and interest rates over 40 years stands at a mere 0.03, which means that there is little to no correlation between the two variables.

AQR found that over the last 10 years, interest rates and value stocks have had a correlation of 0.34.

Although AQR’s findings show that value stocks are not necessarily a hedge against inflation and rising interest rates, investors hardly need to avoid them in the coming months. Instead, Asness explained, there is still “tactical cheapness of value,” even after some fairly strong returns over the past few months. Value is more than just an interest-rate bet, according to AQR.

Cliff Asness: Value Stocks Are More Than Just an Interest-Rate Bet

Value stocks are still cheap, even after their recent run-up, according to the AQR co-founder.

www.institutionalinvestor.com

 

[portfolioafterlife]

Exxon Mobil Corp. is running a pilot program using excess natural gas that would otherwise be burned off from North Dakota oil wells to power cryptocurrency-mining operations and is considering doing the same at other sites around the globe, according to people familiar with the matter.

Exxon Considers Taking Gas-to-Bitcoin Pilot to Four Countries

Exxon Mobil Corp. is running a pilot program using excess natural gas that would otherwise be burned off from North Dakota oil wells to power cryptocurrency-mining operations and is considering doing the same at other sites around the globe, according to people familiar with the matter.

www.bloomberg.com

 

[portfolioafterlife]

The Bloomberg Global Aggregate Index, a benchmark for government and corporate debt total returns, has fallen 11% from a high in January 2021. That’s the biggest decline from a peak in data stretching back to 1990, surpassing a 10.8% drawdown during the financial crisis in 2008. It equates to a drop in the index market value of about $2.6 trillion, worse than about $2 trillion in 2008.

Global Bond Losses Deepen to 11% From 2021 High, Most on Record

Global bond markets have suffered unprecedented losses since peaking last year, as central banks including the Federal Reserve look to tighten policy to combat surging inflation.

www.bloomberg.com