Wisdomtree quota a Milano il primo Etf sulla difesa europea: nel portafoglio Leonardo pesa il 15%. Il fondo passivo, quotato anche a Francoforte, ha commissioni dello 0,40%. Arriva anche un altro Etf sull’uranio e l’energia nucleare: tinyurl.com/2uef8jww

Its been an unsettling few weeks in markets and politics, and I attempt to find serenity by looking at how a globalization backlash and bringing the disruption playbook to government got us to where we are today. bit.ly/41Q8WNh

Another great day for BABA investors! Up +3.6% to 146.526—China’s value shines. My portfolio +16% YTD beats indices, thanks to uninvestable China! #eToro #fintwit #NFA

Quando ero all'università mi avranno chiesto cento volte perché studiavo biotecnologie invece di medicina. I Paesi più ricchi non sono quelli che hanno più medici, avvocati e notai: Sono quelli che stimolano una cultura tecnologica, e incoraggiano i nuovi talenti a contribuire.

2/ Taxing *strategic* and specific industries (chips, essential pharma) make sense, for national security purposes. But diluting the effect across industries is an irresponsible lack of focus which dilutes the protection effect.

"After Trump’s tariff announcement, $SPX500 $NSDQ100 reacted with a sharp drop— a fear response...." via eToro etoro.tw/3XK8eQE

Breaking: China hits back against Trump's tariffs, they'll impose an additional 34% tax on US goods from next week.

News of the day #tariffs

I explained to 12 yo that Trump thinks that a poor country that ships a lot of raw materials to American manufacturers but can't afford to buy much from us is taking advantage of us. He couldn't believe it.

Americans are surprised to see the stock market going down while yields on long term bonds are going up. We Italians are world wide experts in this topic! Long story short, it means investors don’t want to touch anything that’s associated with your country.

The central problem w/testing: 6 h to expound on a sentence, à la Chinese Imperial examination. It favors someone fast but shallow produces competent bureaucrats & teachers. A real scholar would "sit" w/the pbm for 6 months, walking slowly, sleeping on it & plumbing the depth.

Now that America has shifted from left to right, we can see who was genuinely independent-minded, and who was merely on the right. Who has spoken out against both wokeness and authoritarianism?

Barrick Gold is a growing position in my portfolio. Here's why! eToro etoro.tw/44J7JKI

Why bother with Phase 3 trials when Vinay Prasad MD MPH claims the mRNA vaccine for melanoma is 100% ineffective? As a melanoma survivor, I find disgusting someone cheering for the failure of a lifesaving treatment. As a investor, buying #Moderna is a bet against Prasad's BS.

Past two years, the dollar lost 40% of its value in terms of gold. Trump is exacerbating it.

Today Small trim in $baba Small add in $pypl

"Probability does not exist." This provocative quote is by the Italian statistician and probabilist Bruno de Finetti. It encapsulates the core idea of Subjectivism or Bayesianism, a major school of thought in probability. De Finetti argued that probability is not an objective

Probability and Statistics That’s not what he is known for. What you described could be said about Laplace or Bayes or Jeffreys or Ramsey or Jaynes or any Bayesian thereafter. What is unique about deFinetti is that he claimed that subjective probabilities are incommensurable and can not be aggregated

Italy got €150bln from EU's pandemic fund and threw €200bln at rich people to renovate houses (lot of it just stolen) which drove large growth in construction investment and hence GDP. Its public debt is at 140% and rising (will be highest in EU by 2030). There is no new Italy.

"​2025 Wrap-up: +29.76% 🚀 ​Despite a slightly negative final quarter, 2025 has been an..." via eToro etoro.tw/49sbHse