Journal to portfolio afterlife

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[portfolioafterlife]

The Predictive Power of the Yield Curve - A Wealth of Common Sense

What the yield curve has to say about a recession and bear market.

awealthofcommonsense.com

 

[portfolioafterlife]

Why “what do I do with my money” is harder to answer than anytime in a generation.
The chart below shows the BEST quarterly return from a basket of fixed income and equity assets.
As of the end of Q1, the S&P offered the best return from this list, LOSING 4.61%. The last time at least one of the assets from this basket failed to offer a positive quarterly return was Q1 1994.
Over the past decade or two, periods like the current one are when the Fed would typically step in to prop up the markets to provide a positive return.
Inflation now has the Fed’s hands essentially tied. The hope is that they can manufacture a soft landing but we fear the markets will struggle throughout the tightening campaign.
Nothing makes money in an inflationary environment, Ike we learned in the 1970s.

https://twitter.com/x/status/1513524017453756423

 

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Se andrà così, ne sarei contento. Non per la continuazione della guerra ovviamente, ma per la discesa dell'inflazione.

 

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Highway Traffic Curbs Raise Concerns About Supply Chain Disruptions - Caixin Global

Highway Traffic Curbs Raise Concerns About Supply Chain Disruptions - China’s Ministry of Transport has urged local governments to avoid unreasonably strict restrictions on transportation as the country battles its worst Covid outbreak in two years

www.caixinglobal.com

 

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A seguito della revisione dei parametri dell'aspettativa di vita, la data prevista della mia pensione di vecchiaia inps si anticipa di due mesi (tra 19 anni e mezzo ).

Simulando un calcolo col sistema contributivo, avrei, rispetto al calcolo col sistema contributivo/misto, la stessa data di pensione di vecchiaia, ma un assegno pensionistico lordo decurtato del 5,9%.

Tutti i servizi

Sito ufficiale di INPS (Istituto Nazionale Previdenza Sociale)

www.inps.it

 

[portfolioafterlife]

Il calo prosegue, crypto in caduta negli ultimi giorni, l'oro recupera terreno.

 

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