Luca Fedele

Disciplined Allocation and Portfolio management.
Building portfolios in an Interest Free Rate world
One chart a day

[Luca Fedele @luca_fedele]

@OGiannino Quale virus?

[Luca Fedele @luca_fedele]

@MazzucatoM @KateRaworth @StephanieKelton banana republic policies

[Luca Fedele @luca_fedele]

@MazzucatoM @petrogustavo amazing! after having been proved totally wrong by 2022 inflation spiral caused by free money , she goes to the most left wing country in latam lool

[Luca Fedele @luca_fedele]

@OGiannino detto questo, sono d'accordo che 2 gradi in meno di riscaldamento non sia un sacrificio enorme

[Luca Fedele @luca_fedele]

@OGiannino Si ma il razionamento non é iniziato quando Hitler ha invaso la Repubblica Ceca nel '38.

[Luca Fedele @luca_fedele]

@Sustainable2050 I got this. approx 28% is still coal and lignite. Yes gas is only 15% but it is very useful when the 20% of wind power becomes unreliable because of lack of wind. So what will happened this next two years? they will increase coal usage whenever wind will fail to deliver

[Luca Fedele @luca_fedele]

@nntaleb How much of that deficit was caused by decreasing taxes?

[Luca Fedele @luca_fedele]

@LynAldenContact high oil and gas prices...

[Luca Fedele @luca_fedele]

QSR Global July 2022 Update - https://t.co/pZC5qcskPb

[Alf @MacroAlf]

"We have two classes of forecasters: those who don’t know, and those who don’t know they don’t know."

John Kenneth Galbraith

[Luca Fedele @luca_fedele]

@elonmusk I have never been to Vietnam and California yet. Do not care much about Mars

[Nassim Nicholas Taleb @nntaleb]

Mechanism by which bitcoin/cryptos CAUSE inflation in luxury items, w/trickle down to ordinary goods & services.
Contrary to claims by bitdiots, MSupply is dwarfed by Fake & Real Asset Bubbles.

Yes bitcoin CAUSED inflation, on top of energy shortages.

https://t.co/QCckFk3mXW…

[Lyn Alden @LynAldenContact]

Energy supply/demand outlook:

[Luca Fedele @luca_fedele]

@CathieDWood you are down 70% .. FED fault?

[KKGB @INArteCarloDoss]

Who paid attention?

[Luca Fedele @luca_fedele]

Estimado/a << Test First Name >> - Anuncio cambio de nombre y estrategia Quadriga Stable Return - https://t.co/UzdENoMi6Y

[Luca Fedele @luca_fedele]

@elonmusk @slashdot I kinda start liking you , Elon!

[Nassim Nicholas Taleb @nntaleb]

At this point, any presentation of bitcoin as an inflation hedge, crisis protection, transactional currency, or repository of value is purely hallucinatory & deserves locking up the perpetrator to prevent further self-harm.

[Luca Fedele @luca_fedele]

@ashwsbreal bravo! good trade

[Luca Fedele @luca_fedele]

@MacroAlf https://t.co/114cKFKRPH