Journal to portfolio afterlife

[portfolioafterlife]

 

[portfolioafterlife]

Si aspettavano anche una inflazione transitoria.

Yellen, mi attendo rallentamento crescita ma non recessione - Ultima ora - Ansa.it

"Mi aspetto un rallentamento della crescita, ma non penso che avremo una recessione". Lo afferma il segretario al Tesoro americano Janet Yellen, osservando come un 20% di chance di recessione ci sono ogni anno. (ANSA)

www.ansa.it

 

[portfolioafterlife]

Secondo Quotidiano energia, il prezzo medio della benzina self supera quota 2 euro.

Benzina: il prezzo sale ancora, self supera i 2 euro - Economia - Ansa.it

Il servito arriva a 2,134 euro al litro (ANSA)

www.ansa.it

 

[portfolioafterlife]

Come ho supposto tempo fa, mi sa proprio che buona parte del conto della ricostruzione dell' Ucraina lo pagherà l'UE. Prima con la distruzione ci guadagnano le aziende private di armi, qualcuno si intasca delle tangenti o vantaggi futuri con le porte girevoli, poi si mettono i soldi pubblici per la ricostruzione, aumentando così il debito pubblico con denaro creato dal nulla. E i privati intascheranno in perpetuo gli interessi sul nuovo debito che non verrà mai ripagato ma verrà costantemente rinnovato alla scadenza. Geniale per chi ci guadagna, e il cittadino medio paga le tasse. E qualcuno guadagnerà con la ricostruzione. La storia non insegna nulla.

Von der Leyen: 'Nostro dovere ricostruire l'Ucraina' - Politica - Ansa.it

A Roma la presidente della Commissione europea (ANSA)

www.ansa.it

 

[portfolioafterlife]

The Ethereum blockchain’s first dress rehearsal for its upcoming Merge was successfully completed Wednesday.
The Ropsten test network (testnet) successfully merged its proof-of-work execution layer with the Beacon Chain proof-of-stake consensus chain – a process identical to the one that the main Ethereum network will undergo in just a few months (if all goes well).

The complexity of such a change to Ethereum’s code requires multiple tests on various testnets. Ropsten’s merge is the first test of its kind, and its outcome will help to inform developers’ future steps as they proceed toward the real Merge on mainnet.
Other testnet merges on Goerli and Seoplia are expected to happen in the coming months.

Ethereum’s Ropsten Testnet Has Completed Its Merge

This first testnet dress rehearsal will help set the stage for Ethereum’s pending transition to proof-of-stake.

www.coindesk.com

 

[portfolioafterlife]

Inflazione media del 2022, calcolata da inizio anno: 5,74%.

Inflazione Italia 2022 – inflazione CPI Italia 2022

Inflazione Italia 2022 – inflazione CPI Italia 2022

www.inflation.eu

 

[portfolioafterlife]

Hedge Fund D1 Borrowed Billions for a Hot Bet That Now Faces Reckoning

The firm borrowed money to buy stakes in private companies and posted massive gains. But as valuations fade, such bullishness is veering into losses across the industry.

www.bloomberg.com

 

[portfolioafterlife]

Stoicismo.

“If compounding is the best thing we can do, and it’s about owning things for a long period of time, and those simple things are what we need to do for investors to help them achieve financial freedom, that’s not a complicated task. It’s just something that requires a bit of discipline, patience, common sense and time. But then we wouldn’t have billionaire hedge fund managers.”

Is fund management meant to be sexy?

What is the best thing that fund managers can do for investors?

www.evidenceinvestor.com

 

[portfolioafterlife]

Bear markets have become ever shorter over the past two decades, which may be giving investors the mistaken impression that stock market selloffs are brief, if uncomfortable, affairs.

A longer view of history, though, shows no reliable pattern around the duration of bear markets.

Interestingly, longer bear markets don’t necessarily mean deeper declines.

A multiyear selloff, on the other hand, is so painful for so long that many investors eventually give up.

Reading about it isn’t the same as living it, obviously, but for the uninitiated, it’s worth reflecting on the anatomy of that downturn.

There’s no way to know in advance if the market has already bottomed or is on the precipice of a longer decline, even in the face of obvious headwinds such as high inflation, tighter monetary policy and war in Ukraine.

Whatever happens, investors know they must hang on because the market will eventually climb to new highs, as it always has. But the longer this downturn drags on, the harder it will be.

https://www.washingtonpost.com/business/beware-of-a-bear-market-that-is-more-than-a-cub/2022/06/08/59972dc0-e723-11ec-a422-11bbb91db30b_story.html?pwapi_token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJzdWJpZCI6IjI5NTkyODQwIiwicmVhc29uIjoiZ2lmdCIsIm5iZiI6MTY1NDY5MjY3MCwiaXNzIjoic3Vic2NyaXB0aW9ucyIsImV4cCI6MTY1NTkwMjI3MCwiaWF0IjoxNjU0NjkyNjcwLCJqdGkiOiIzZWVkNzM1MC01NmExLTQ0OWEtODlmNi1kY2MxMDJlMjAxNmUiLCJ1cmwiOiJodHRwczovL3d3dy53YXNoaW5ndG9ucG9zdC5jb20vYnVzaW5lc3MvYmV3YXJlLW9mLWEtYmVhci1tYXJrZXQtdGhhdC1pcy1tb3JlLXRoYW4tYS1jdWIvMjAyMi8wNi8wOC81OTk3MmRjMC1lNzIzLTExZWMtYTQyMi0xMWJiYjkxZGIzMGJfc3RvcnkuaHRtbCJ9.bXbbxUAyuNrKqdHO9yS9lk_jgQ69ijnANW5D9JIrhAg&itid=gfta

 

[portfolioafterlife]

Enhancing Your Investment Portfolio in Today's Macroeconomic Regime | KKR

Explore the shifting relationship between stocks and bonds and what this means for portfolio construction. Where are our experts finding opportunities?

www.kkr.com