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Don’t you believe them
By the time I started writing my D.Phil. thesis, I had pretty much come to the conclusion that academic life was not for me. So I decided to try and see what it was like to work in the City, and got a...
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A workers’ Republic
The US Constitution starts with a Preamble: We the People of the United States, in Order to form a more perfect Union, establish Justice, insure domestic Tranquility, provide for the common defence,...
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A capital Republic
Post-war Italian Socialists and Communists supported workers in their class struggle against capitalists. That’s why they wanted to call Italy a “democratic workers’ Republic”. They reckoned that, if...
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MIF on MF
One of the beauties of maths is that it is the same in every language. So you don’t need to know Italian to read the table on the second page of this article on this week’s Milano Finanza. The Made in...
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Buffett’s dud
Look at the top holdings of Italian Equities funds (Azionari Italia) on morningstar.it. They are the same for most of them: ENI, Intesa Sanpaolo, Enel, Unicredit, Luxottica, Assicurazioni Generali,...
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Test! Test!! Test!!!
With Italy in lockdown and London about to follow, let’s see what we can say in our framework about the coronavirus pandemic. Funnily enough, the Blinded By Evidence paper starts with a virus. You hear...
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Bogleheads
I recently came across a post on the Bogleheads.org Forum. Lauretta – why people like online anonymity never ceases to boggle me (sorry!) – referred to an article of mine on MOI Global, resulting from...
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