Journal to portfolio afterlife

[portfolioafterlife]

 

[portfolioafterlife]

Ucraini, chiudete subito i rubinetti verso l'UE dell'oro azzurro russo che fluisce nei gasdotti che lo trasportano attraverso il suolo ucraino!

 

[portfolioafterlife]

 

[portfolioafterlife]

7 Rules For Long Term Investing Success - RIA

Are you looking to achieve long term financial goals? Discover the 7 must-know rules to follow to enable long term investing success.

realinvestmentadvice.com

 

[portfolioafterlife]

A Plethora of New Macro Trends

We are currently experiencing profound changes in the global economy that are likely to unleash a plethora of early-stage secular trends in a new inflationary regime. These are long-overdue structural shifts powered by decades of…

www.crescat.net

precious metals mining companies are not only the most profitable they have ever been in history, but they also have the strongest operating margins among all other commodity producers. That is despite the recent increase in energy prices and surge in labor costs.

Precious metals companies have been performing incredibly well recently despite the significant rise in US Treasury yields. Remarkably, the industry has underperformed gold prices for over 26 years. With rising profitability, balance sheet improvements, extreme capital spending conservatism by corporate management, there is so much value still to be unlocked in this industry.

 

[portfolioafterlife]

20,000 Volts Under the Sea

Will a mega project in Morocco serve as a practical model for large-scale deployment of renewable energy?

doomberg.substack.com

 

[portfolioafterlife]

 

[portfolioafterlife]

Tra un po' forse si arriverà ad un punto di rottura in Cina tra lockdown ferreo e zero-covid policy.

Dozens of cities in China are in full or partial lockdown in response to the spread of Covid-19 cases, meaning that a population roughly the size of the US has been stuck at home for several weeks, often with limited access to food and medical care.

The crunch looks set to be particularly pronounced in April. Ting Lu, China chief economist at Nomura, predicts that GDP growth in the second quarter of this year will slump to 1.8 per cent, down from the actual 4.8 per cent seen in the first quarter.

China counts the cost of its zero-Covid policy

Beijing ought to swallow its pride and approve foreign mRNA vaccines

www.ft.com

Shanghai vowed to step up enforcement of lockdown measures to stamp out community spread in the country’s worst virus outbreak, as the city reported 11 Covid-19 deaths on Thursday -- its highest one-day toll so far.

Bloomberg - Are you a robot?

www.bloomberg.com

One in five container ships is now stuck at ports worldwide, with 30% of the backlog coming from China.

“Companies are beginning to panic. The downstream impact is coming, and it’ll be heavy.” John Bree, the chief risk officer at Supply Wisdom, said. “The latest China lockdowns combined with the Russia-Ukraine war is too heavy a burden. The global chaos is going to further exacerbate disruption and take inflation to a new level.”

China accounts for 18% of all the goods the U.S. imports, according to Bank of America. And for computers and electronics, that number rises to 35%.

‘Companies are beginning to panic’: Experts say China’s lockdowns will make inflation and the supply chain nightmare even worse

Experts say China's lockdowns will lead to a supply chain crunch on the west coast of the U.S. in the coming weeks, adding to four-decade high inflation.

fortune.com

 

[portfolioafterlife]

Perdite "virtuali" se non si vende. Con i tassi in ascesa i prodotti obbligazionari si riprenderanno, più o meno velocemente, in funzione della duration. Ma è lecito attendersi che i rendimenti futuri delle obbligazioni non saranno più quelli degli ultimi trent'anni. Il rendimento va cercato altrove.

 

[portfolioafterlife]

Stop all'acquisto dell'oro azzurro russo in rubli, era un bluff dell'UE? Sì, perchè siamo alle comiche da azzeccagarbugli...

Brussels said in the document that there were options that could allow companies to continue lawfully paying for gas.
"EU companies can ask their Russian counterparts to fulfil their contractual obligations in the same manner as before the adoption of the decree, i.e. by depositing the due amount in euros or dollars," the document said.

Before making payments, EU operators could also make a clear statement that they consider their contractual obligations to be completed when they deposit euros or dollars with Gazprombank - as opposed to later, after the payment is converted into roubles, the document said.

The EU's sanctions regime does not prohibit companies from opening accounts with Gazprombank, or engaging with the bank to attempt to seek a solution, the document said.

EU says pay for Russian gas in euros to avoid breaching sanctions

EU companies may be able to work around Russia's demand to receive gas payments in roubles without breaching sanctions if they pay in euros or dollars which are then converted into the Russian currency, the European Commission said on Friday.

www.reuters.com