Investing Classes and Strategies

US Tech Shares – Reckoning Approaching?

Who says share investors are rational? I mean, beyond a handful of Nobel for economics winners (Merton & Scholes, Akerlof et co.).
Today’s US technology shares were rattled by two tweets from President Trump. No numbers mentioned, only acid comments on China – and the own-elected FED Chairman. The technology shares plunged immediately an average of -2,5%, whilst other US indices went down:

US Tech Shares snapshot Aug 2019, doitinvest.comRead More »US Tech Shares – Reckoning Approaching?

Are Italy’s Stocks Worth Investing Now?

Just look at the news – Italy is not so sunny anymore: its public debt is >120% of the GDP (double the EU maximum) and its coalition government plans to borrow 1,6% of the GDP this year. On top of it, the bad news keep coming: a Genova bridge collapsed in August, putting Atlantia S.p.a., the (privatized) builder, under an immense pressure (shares dropped >35% after the news). Fitch downgraded Italy’s economic outlook from “stable” to “negative” at the beginning of September.

But are these bad news as dramatic as they might seem? At Friday’s closing (Oct. 5th, 2018), the FTSE Italia All-Share index stayed relatively stable at 22,455. Read More »Are Italy’s Stocks Worth Investing Now?

Multinational Glitches in the Implementation of GDPR

Admit it, you have done this at least once: you were lured by the special offer / freebie / like into signing up for a newsletter… then you forgot about it. Or you installed an IOS/Android/Windows app which asked you for permissions to share with the Martians your accurate location, food prefferences or place of birth.
The personal data requests have become so ubiquitous, that now it is very hard to trace where it lands. It is then perfectly understandable why EU is seeking to make the various companies responsible for minimal safeguards of such personal data.
If you read the law (or the highlights), you would realize most of the requestgs are quite reasonable – and still theoretical. Fortunately for the consumer (and burdening for the companies), the burden of safeguarding and cleaning up the unnecessary data falls on the collectors. Read More »Multinational Glitches in the Implementation of GDPR