Journal to portfolio afterlife

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[portfolioafterlife]

https://twitter.com/x/status/1568269715470008322

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

Da ascoltare.

 

[portfolioafterlife]

 

[portfolioafterlife]

L'argento è molto volatile e non a caso le proiezioni future sono le più disparate... ma mai chiedere all'oste se il vino è buono

Will It REALLY Happen for Silver? 3 Things I Told the Silver Symposium Audience

2022 was supposed to be a BIG year for silver. After all, many analysts projected silver would be at much higher prices by now, Mike Maloney bet his life on triple-digit silver, and yours truly predicted the next silver spike would occur when inflation spiked (meanwhile it’s doing the exact...

goldsilver.com

 

[portfolioafterlife]

Jeremy Grantham è un disco rotto, prima o poi avrà ragione.

Grantham Warns Bubble Hasn’t Burst Yet – Validea's Guru Investor Blog

The famously bearish Jeremy Grantham warns that the stock “super bubble” that he’s previously spoken about “has yet to burst” and that when it does it will be an “epic finale,” reports Bloomberg. The GMO co-founder sees equities, bonds and housing as all overvalued, and cautions that if we see a...

blog.validea.com

 

[portfolioafterlife]

Stop Bashing Buybacks – Validea's Guru Investor Blog

An opinion piece in the Financial Times contends that the focus on stock buybacks in the Inflation Reduction Act, which imposes a 1% excise tax on share repurchases, indicates a lack of understanding of the function of buybacks and the part they play in a healthy economy. One misperception about...

blog.validea.com