Journal to portfolio afterlife

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In Polonia bruciano anche i rifiuti nella stufa. Sospesi i controlli ambientali

La Polonia ha temporaneamente sospeso i controlli sulla qualità dell'aria per consentire alle persone di bruciare carbone per riscaldare le case

scenarieconomici.it

 

[portfolioafterlife]

La Francia de-globalizza e pensa di aumentare l'arricchimento di uranio per sganciarsi dalla Russia: Il tutto con denaro pubblico

La Francia sta valutando di aumentare la propria capacità di arricchimento dell'uranio, mentre gli alleati occidentali cercano di ridurre la loro

scenarieconomici.it

 

[portfolioafterlife]

UE, GUERRA, ENERGIA/ Sapelli: gli errori di Bruxelles stanno per liquidare l'Europa

Regna il caos in Europa su come fronteggiare la crisi energetica. Non si capisce che se ognuno va per conto suo si crollerà tutti

www.ilsussidiario.net

 

[portfolioafterlife]

Expectations (Five Short Stories)

David Cassidy seemed to have the best life you could imagine.

collabfund.com

 

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You weren't supposed to see that - The Reformed Broker

Then, and only then, when the world is normalized, can the beatings end.

thereformedbroker.com

 

[portfolioafterlife]

Building a Better CAPE Ratio - Early Retirement Now

October 5, 2022 – After a bit of a hiatus from the blog – thanks to our ambitious summer travel schedule – it’s time for another post. Over the years, I’ve gotten a lot of questions about the Shiller CAPE Ratio and if it’s still relevant. If you’re a regular reader of my blog, you’ll … Continue...

earlyretirementnow.com

 

[portfolioafterlife]

La differenza tra Italia (tasso 5y da 1,2 a 4,1%) e Germania (tasso 5y da 1,2 a 2,2%). Il differenziale dell'aumento tassi in 6 mesi è notevole.

A view of currencies and interest rates - The Financial Bodyguard Blog Site

It is interesting times but putting hyperbole, politics and the minute-by-minute gyrations of the market aside for a moment, let’s take a step back and look at what has been going on.

thefinancialbodyguard.com

 

[portfolioafterlife]

 

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The evidence presented demonstrates that differences in GDP growth contain little information about the differences in stock returns in the same year or over the subsequent year. This means that it is difficult for investors to earn excess returns by relying on estimates of current or future GDP growth — even estimates that perfectly forecast GDP growth over the next 12 months.

Is there a link between GDP growth and emerging market returns? | TEBI

Intuitively, you would expect there to be a positive correlation between GDP growth and stock returns. But what does the academic evidence tell us?

www.evidenceinvestor.com

 

[portfolioafterlife]

Robin Powell: Beware the investment Helpers | Money Marketing

Yes, there’s a place for regulated advice, and for many clients that remains the best option. But for most people, it’s simply not necessary to pay a percentage of their investable assets to an advice firm every year when they can pay instead for help they as and when they need it.

www.moneymarketing.co.uk