Journal to portfolio afterlife

Reminder.

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Ad esempio perchè non sfruttare gli impianti di Groningen e indennizzare gli abitanti?
Dopo mezzo secolo, ci sarebbero ancora circa 450 miliardi di metri cubi di gas estraibile in riserva, per un valore di circa 1 trilione di dollari
 
As the dollar gained strength in the last few months, traders began to pay more local currency to acquire the same amount of imports as before, thus adding to inflationary pressures on non-US economies. This will especially concern countries that rely on imports for their agricultural needs—such as Egypt and Afghanistan—and for energy needs—such as Europe and Japan.
 
Ipocrisia mode ON.

 
While the big gains, generated in such a gloomy atmosphere, could indicate that the market is nearing its low, there is also a chance that the economy will continue to weaken. The impact of tightening monetary policies is lagged, and could land harder than expected, especially as Europe faces an energy crisis this winter, geopolitical tensions remain high, and China continues to stifle its economy with its strict Covid regulations.
 
With stock and bond prices both depressed, the current environment is unique, but as long as investors’ portfolios are allocated to both diverse stocks and investment-grade bonds, investors won’t have to lower their risk, Samuelson says. Those who are nearing retirement can still hang onto a greater number of stocks, if they are prepared to work for a bit longer if the market declines more. And with inflation eating away at those retirement savings, those who can work for longer should keep working, especially as those prolonged working years will contribute more to retirement funds and reduce the number of years those funds need to last after you retire. As for those investors who are still at least a decade away from retirement, Samuelson says, “stay the course.” And advisors should be guiding clients to resist the temptation to pull all their money out of the market, especially during the years when their clients have the most money to invest.
 

Però l'oro è stato un ottimo difensore rispetto all'inflazione per un investitore europeo, mentre non lo è stato per un investitore americano.

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E non parliamo poi di un investitore turco con l'inflazione all'80% e la lira turca svalutata di brutto... :jolly:
 

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