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equities

Goldman Sachs - Blackpilled - 'Lost decade' risk

Goldman Sachs - Blackpilled - 'Lost decade' risk

The S&P 500 has undoubtedly been a source of long-term wealth. Over the past four decades, asset prices experienced one of the most significant growth periods in financial history. More than 90% of the price appreciation in traditional equity-bond portfolios over the last 90 years occurred between 1984
By Romano Oct 24, 2024
Global equity newsletter: "The Neoliberal Era Killshot" 18-07-2024

Global equity newsletter: "The Neoliberal Era Killshot" 18-07-2024

First of all, before looking at the markets, let's go over what happened over the weekend. Over the weekend, during a bustling rally in Butler, Pennsylvania, Donald Trump faced a near-fatal shot. A shooter, concealed on a nearby rooftop, targeted Trump. A gunshot echoed, and a bullet grazed
By Romano Jul 18, 2024
The BTFP Liquidity Drain

The BTFP Liquidity Drain

Before moving on to crypto, let's start with the situation in the Middle East, especially the Red Sea crisis, which is getting more tense every day. Imagine solving a water shortage by dumping more buckets into the mix when there's a tank leak. That's
By Romano Mar 16, 2024

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Risk is an inherent part of life, so we cannot eliminate it entirely; however, we can shift it.