November 2019

General Comment Oranges. I think this has been the food related highlight of the month, buying oranges and the likes (lemons, tangerines and so on) from Sicily, directly from the producers sites. Disintermediation they call it, it’s part of the new leverages of modern economy. The idea of putting producers in touch directly with the… Read More November 2019

October 2019

General Comment Ok I get it, 2018 wasn’t a stellar year (mostly because of the sharp drop in November and December, but 2019 is posing to be a rather good year for investors, balancing out what might have been missed one year ago. As you probably know already I have adopted a bearish stance at… Read More October 2019

September 2019

General Comment Another month has gone and we are finally entering the latter part of this 2019, last trimester, lot of wrapping up to do. Of course September belongs to the middle part of the year and we can safely say that judging at the numbers that we saw, the weakness that markets felt in… Read More September 2019

August 2019

General Comment After an easy July I was expecting another uneventful month in August… I couldn’t have been more wrong! This time the highlight of the month was the stock market, which decided to go on a “ride” and showed signs of strong volatility all over the board. Recession news from Europe and probably the… Read More August 2019

June 2019

General Comment It seems yesterday that we set off, wife, baby and myself for Sardinia. In reality it was the beginning of June, and I remember that uneasy feeling of starting something completely new, like going on holiday with a little baby, something that I’ve never done before in my life. I’ve done plenty of… Read More June 2019

May 2019

General Comment One more month goes by, this time it’s May, a rather stormy month in Europe and on financial markets. I won’t comment on the weather, because there is very little to talk about, let’s see what happened in the financial world. Having left all the difficulties related to Brexit in March and April,… Read More May 2019

April 2019

General Comment April is always a rather special month for me. First and foremost it’s the month of my birthday. But even more important than my birthday it happens to ne my wife’s birthday too (if you are married or with some “significant one at your side” you know what I mean!). Financially speaking April… Read More April 2019

March 2019

General Comment What did March bring? Lots of spring, and nothing more than that really. Markets have been tame and behaved more than well growing constantly, allowing all specialised press and less specialised commentators to resume the “all time high”, “broke all previous records” mantra that we get in these cases. These are the good… Read More March 2019

February 2019

General Comment Pretty much like January, February was a rather calm month, a decent month of growth for financial markets all around the spectrum. If you follow this blog you’ll know that my view on 2019 is a neutral/negative one, and this is the main reason why I have decided to adapt my option strategy… Read More February 2019