Silence is a true friend who never betrays

 

Silence is a true friend who never betrays.

Confucius

when is a great time to invest?

 

When no one is investing!

Lisbon Family Office

geral@lisbonfamilyoffice.pt

When you have the signal you have to pull the trigger

 

If it makes sense it's too late

 

The machines don't Strike

 

This is called Automation. It's not going to stop

We are in one of the Big Ones

From Charlie Bilello

During this period the S&P 500 compounded at a blazing 16% annually. Charlie lists all the drawdowns in between—30 corrections of more than five percent, of which ten were larger than ten percent, four exceeded 20%, and one (the COVID panic) was more than 30%.

Don't have a plan B

 

We don't have a crisis very often! don't waste it

 

The reward for work well done is the opportunity to do more

No matter how isolated you are and how lonely you feel, if you do your work truly and conscientiously, unknown friends will come and seek you. - Carl Jung

The reward for work well done is the opportunity to do more.

Jonas Salk

Less is more

China invested like crazy but India did the 

From: 

@dmuthuk

See the below chart. During last 3 decades, MSCI China USD returns are negative - Chinese markets have eroded wealth. This is despite Chinese economy growing leaps and bounds during the last 3 decades.

BELOW GDP PER CAPITA

The price of oil is back to where it was 20 years ago

@JavierBlas

CHART OF THE DAY: The price of oil is back to where it was 20 years ago. Even without adjusting by inflation, in mere nominal terms, Brent is trading at the same level as in 2005.

"The street is as bearish crude oil as it was in March 2020 when planet earth effectively locked down." Goldman Sachs via

@BenniKim