Catégorie : Market updates by Fabrizio
No miracle for Cagliari Calcio this weekend, who logically lost to Juventus by the narrowest of margins (0-1) against one of Serie A’s tenors. But sometimes in soccer, as in the market or in life, there are surprises, unexpected turnarounds and even some unthinkable flip-flop that shake up the established order. A case in point […]
So far, so good! Cagliari Calcio is indeed gradually moving up in the Serie A ranking and thus away from the relegation zone. It secured an important point this weekend against Atalanta (3rd in Serie A rankings) with a draw. Same could be said about the economy and financial markets despite the persistent volatility and […]
Whether in sport or finance, everyone loves to score goals and thus take center stage for extraordinary performances… but it’s more often than not the defense, and behind-the-scenes work in general, that wins titles or championships and therefore proves to be a winner in the long term. The latest example of this was last night’s […]
I’m back after a long and beautiful vacation in Colombia, where I followed the ups and downs of the markets and Cagliari Calcio from afar. I don’t know if it’s just a feeling, but not much had happened during my absence – at least as far as the markets were concerned (Cagliari did manage to […]
Happy New Year and best wishes for a healthy and prosperous 2025! As we start a new year with an important victory of Cagliari Calcio (2-1 vs. Monza!), I have polished my best crystal ball nicely in order to make 10 predictions that could shape financial markets and portfolio returns over the next twelve months. […]
This is my last weekly comments of the year. At the time of writing, Cagliari Calcio would be relegated to Serie B after losing (again) with honor (once again) against Atalanta this week-end. Except that it has been an incredible eventful and fascinating year on markets. I would like to thank you warmly for your […]
The November US jobs report, released last Friday, was more reassuring than yesterday’s Cagliari Calcio game, where they lost 0-1 against Fiorentina. While the report points to a solid US labor market, Cagliari’s defeat means my favorite team remains dangerously close to the relegation zone. However, headlines can sometimes be misleading. For example, consider yesterday’s […]
As we are constantly bombarded with information, distinguishing the « signal » (the useful, reliable information) from the « noise » (irrelevant or misleading data) is increasingly difficult. It seems to me that since Trump’s election, the noise volume has increased further, while the range of outcome has become wider. In this context, I feel somewhat lost when I […]
While US citizens have recently voted in favor of Trump and a united Republican government to make America great again, some Italian Serie A clubs are relying either on more respected football managers, such as Claudio Ranieri for Roma, or more unpredictable football players, such as Mario Balotelli for Genoa, in order to make their […]
The vast majority (yours truly included) was expecting, or rather fearing, a close race. Trump won the White House hands down, with a larger majority than expected in the Senate and most likely the House too (i.e. a red sweep). I thought Cagliari Calcio would be swept aside by AC Milan this week-end. And they […]
Here we go… the much-awaited US presidential election will take place tonight. That’s certainly the world’s largest guessing game in terms of scenarios, but also the last big hurdle to clear for markets this year before investors could eventually enjoy a Santa Claus rally. Assuming obviously that (1) incoming economic data remain consistent with the […]
