Rassegna stampa 23-1-2021

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Rassegna stampa 23-1-2021

Da Bloomberg:

Grantham si lamenta: https://www.bloomberg.com/news/articles/2021-01-22/grantham-warns-of-biden-stimulus-further-inflating-epic-bubble?sref=okemOq9x

Per capire Bitcoin, pensalo come una risorsa basata sulla fede: https://www.bloomberg.com/news/articles/2021-01-21/bitcoin-is-a-faith-based-asset-joe-weisenthal?srnd=markets-vp&sref=okemOq9x

Gamestop mania: https://www.bloomberg.com/news/articles/2021-01-22/record-options-and-white-knuckles-for-shorts-fuel-gamestop-mania?srnd=markets-vp&sref=okemOq9x

Matt Levine spiega le SPAC: https://www.bloomberg.com/opinion/articles/2021-01-08/spac-magic-isn-t-free?sref=okemOq9x

Dal Wall Street Journal

Spac come se piovesse: https://www.wsj.com/articles/when-spacs-attack-a-new-force-is-invading-wall-street-11611378007?mod=markets_lead_pos5

Impennata dei prezzi dei cereali: https://www.wsj.com/articles/surging-grain-prices-fuel-surprise-farm-recovery-11611322634?mod=markets_lead_pos10

Ogni Warren Buffett ha bisogno di un Charlie Munger: https://www.wsj.com/articles/every-warren-buffett-needs-a-charlie-munger-11611341539?mod=markets_lead_pos11

Morgan Stanley paga il suo CEO una cifra record: https://www.wsj.com/articles/morgan-stanley-ceo-james-gorman-got-a-big-raise-for-2020-11611353849?mod=markets_lead_pos3

Dal Financial Times

Biden-Harris: https://www.ft.com/content/feb1c318-6c23-4d86-b97a-77f39f2e1b41

I mercati emergenti attirano $ 17 miliardi di afflussi nelle prime tre settimane del 2021: https://www.ft.com/content/f9b94ac9-1df1-4d89-b129-5b30ff98e715

Gli acquisti cinesi di esportazioni statunitensi sono molto inferiori alla promessa dell’accordo commerciale: https://www.ft.com/content/0ecb870e-e7bb-49a4-90d6-9935c9fbce7c

Tracciamento della bolla delle auto elettriche: https://www.ft.com/content/7214eea5-1aec-4918-9fdb-a17009d79bad?desktop=true&segmentId=7c8f09b9-9b61-4fbb-9430-9208a9e233c8#myft:notification:daily-email:content

Da Economist

Un’indagine svizzera sul riciclaggio di denaro solleva domande inquietanti: https://www.economist.com/finance-and-economics/2021/01/23/a-swiss-money-laundering-probe-raises-disturbing-questions

Investimenti immobiliari: alcune dure verità: https://www.economist.com/finance-and-economics/2021/01/21/property-investment-some-hard-truths

New York Times:

Come la China ha trovato vantaggio dal covid-19: https://nyti.ms/39V1nKv

Altre fonti:

Medallion: https://www.institutionalinvestor.com/article/b1km7z5z7cs1mm/The-Medallion-Fund-Skepticism-and-a-Failure-to-Comprehend

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