General Comment August is a special month here in Italy, as most of the people normally have their holidays. This year the situation was a bit different, COVID and holidays are not exactly two things that go well together. Having said that, thanks to some state intervention and some savings Italians did go on holidays,… Read More August 2020
General Comment Back in February I was talking about the COVID19 outbreak in Italy. A month after we are still talking about it and it looks like things have gone from bad to worse… As it was predictable the disease spread to other countries, where unfortunately it’s meeting some unprepared countries that did not believe… Read More March 2020
What better picture than one of the most famous Banksy out there to salute year 2019? General Comment Well, well… 2019 was quite a great year for stock markets and generally all things financial, it’s in the numbers and it’s now in history. If you follow my ramblings a little you’d know by now that… Read More 2019 – “Year End Finale”
General Comment Let’s start with the picture as usual.. Our son, Leonardo, turned 1! It’s quite incredible how one year passed already, despite me pretending not to notice, time is passing faster now, it means that I am getting older… There are plenty of sings of this, looking back at how my life was without… Read More December 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
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
General Comment Back from the holidays in June, me and my wife saw fit to have a spell of continuous sickness that lasted more or less one month. Clearly that was not welcomed by the family, but apparently it was due to some sort of “summer virus” that saw fit to attempt to get residency… Read More July 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
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
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
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