Journal to portfolio afterlife

[portfolioafterlife]

Mike Maloney ricorderebbe che l'oro è money non currency.

Gold is one of those things that I feel better treating it as a currency and less of a commodity.

Not an inflation hedge. Not a safe haven.

The S&P 500 just had its worst first half in more than 50 years. Based on CPI, if you’re in cash, you’re losing 8.5% a year. This was the worst start to the Bond Market since 1842. So what do you think gold is doing in that environment? Down near new 52-week lows...

allstarcharts.com

 

[portfolioafterlife]

If you’re investing, it’s because you have an extended time horizon. Now is the perfect time to deploy some excess cash rather than hoard it. The further the market declines, the higher your future expected return. That portion of your money in stocks right now — which was consciously put at risk — is not meant for today. If it were, it would be in cash. Instead, it was set aside for tomorrow, understanding that this may periodically happen.

I say it all the time, but this is one of my favorite charts we’ve ever produced. I frame it as look at all the shit we overreacted about.

Is This Rock Bottom? - Wealth Found Me

This short explores the idea that pessimism can be a precursor to optimism. It's not that we hope for the worse. It's just that we may have a tendency to look at the darker side of life.

wealthfoundme.com

 

[portfolioafterlife]

You want to invest in stocks?

Then read this Tour de Investing from a perspective of a retail investor.

eightyfour.substack.com

 

[portfolioafterlife]

Will cryptocurrencies ever recover? | TEBI

As the crypto lender Celsius Network files for bankruptcy, The Evidence-Based Investor asks, Will cryptocurrencies ever recover?

www.evidenceinvestor.com

 

[portfolioafterlife]

Market history teaches us the value of patience | TEBI

When returns have been especially bad, says Craig Lazzara, patience tends to be especially valuable.It's an important lesson for investors now.

www.evidenceinvestor.com

 

[portfolioafterlife]

 

[portfolioafterlife]

Prendiamo i popcorn ...

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

Di bonus in bonus, tanto paga Pantalone.

Al via bonus benzina 200 euro, anche per auto elettriche - Notizie - Ansa.it

Istruzioni Agenzia Entrate, valgono per privati non per le amministrazioni pubbliche (ANSA)

www.ansa.it

Decreto aiuti di fine luglio avanti anche in caso di crisi: ipotesi bonus 200 euro bis

Anche in caso di dimissioni il premier resterà al suo posto per gli affari correnti. È confermato per il 21 luglio l'appuntamento con le associazioni imprenditoriali del commercio e dell’artigianato che segue quelli con i sindacati e con Confindustria dei giorni scorsi

www.ilsole24ore.com