February 2020

General Comment The funny thing about February 2020 is to do with human nature I guess. Until the end of the month we have been updated by numbers coming from China, reporting mounting amount of people catching a disease, a new virus. We even gave it a name “new Corona Virus” and all seemed clean… Read More February 2020

January 2020

General Comment New Year was rather uneventful as our kid was sick we spent the night at home, just the three of us, which was rather nice I have to say. Kick off on the new semester was rather positive, we even managed to “book” daycare for our son starting September… Yes that’s the bad… Read More January 2020

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