Filtri

Inspiration’s breakdown

After spending a wonderful week’s vacation in sunny Ibiza, enjoying both the beautiful scenery during the day and the vibrant electronic scene in the evening, it’s a bit hard to get back to work this morning… And I’m not even talking about the slap, or rather the “quasi-Manita”, that Cagliari received this weekend against Milan […]

Money time!

While money never sleeps on Wall Street, there are also special times, when every action can pay off. You are getting close to the final outcome, the stakes are uncertain, your hands get sweaty and the pressure is on. It’s in moments like these that great players reveal themselves and take responsibility, when every action […]

Divergent

Once again devil was in the details when considering the thrilling outcome of the Super Bowl LVIII with the Kansas City Chiefs stunning the San Francisco 49ers in overtime (25-22). Be reassured (or actually not so much), there are other places where the gap is so wide that even the devil wouldn’t risk an appearance… […]

Upside Down

One of the most interesting aspects of the markets since the start of the year has been that investors have been caught completely off-guard. Your scribe included. Actually, it has been completely upside down compared to the consensus expectations and positioning that prevailed in January: underweight in equities, long China on re-opening narrative, negative techno-long […]

Cowabunga

After the Barbie movie, it’s time for the Teenage Mutant Ninja Turtles to hit the big screen with their “Cowabunga” rallying cry, which by the way may also mean astonishment or stupor; has been adopted by surfers as a declaration of enthusiasm or exhilaration; or can be used for a battle cry. So, in the […]