Journal to portfolio afterlife

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[portfolioafterlife]

 

[portfolioafterlife]

Continua la discesa dell'azionario cinese. Credo sia presto per incrementare e tornare ad usare un po' di leva, il contagio covid e la gestione del lockdown potrebbe scappare di mano.

 

[portfolioafterlife]

Xi Brings No Respite for China Stock Traders Beset by Lockdowns

Chinese stocks extended this week’s rout as traders fretted over the economic fallout from the nation’s Covid-Zero strategy, with lower-than-expected policy stimulus adding to their disappointment.

www.bloomberg.com

 

[portfolioafterlife]

 

[portfolioafterlife]

Papers - Professionalism - CFA Society Italy

CFA Society Italy contributes analysis and comment on issues related to ethics, professional standards, integrity of capital markets, and financial education.

cfasi.it

L'ultimo uscito: paesi emergenti

https://cfasi.it/download/20210914084810.pdf

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

Israel Dumps The Dollar For China's Renminbi, Beijing Starts Quietly Acquiring Russian Energy Assets

The bedrock of the global monetary system continues to shift, including two profound pieces of news over the last 24 hours that no one seems to have noticed.

quoththeraven.substack.com

 

[portfolioafterlife]

https://www.tweedy.com/resources/library_docs/papers/Dichotomy%20Btwn%20US%20and%20Non-US%20Dec2021.pdf