• Time for real active strategies to step up. Link
    Alberto Gallo Mon 10 Feb 2020 19:44

    Hindsight is 20/20 on the 60/40 portfolio.

    That's what WisdomTree and Jeremy Siegel, professor of finance at the University of Pennsylvania's Wharton School, are emphasizing as they encourage investors to consider alternatives to the traditional 60% stock, 40% bond allocation.

  • You know it's overvalued when it's above property and football #tsla https://t.co/f36TgVU0mg
    Alberto Gallo Wed 05 Feb 2020 18:34
  • RT @ChrisGiles_: @julianHjessop We can put that in context - that the equivalent of the UK economy missing out on activity worth roughly £4…
    Alberto Gallo Fri 31 Jan 2020 16:04
  • Another piece of Intu's domino falls down: via @FT Link
    Alberto Gallo Wed 29 Jan 2020 18:52
  • Good morning from #QEinfinity, where BTP bond markets are taking a sigh of relief as #Italy's Northern League loses local elections. Link https://t.co/ID6dtYsEyC
    Alberto Gallo Mon 27 Jan 2020 08:39
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  • RT @Economist_Kat: #ECB: One indicator from the Survey of Professional Forecasters that suggests the ECB's job is not quite done yet, even…
    Alberto Gallo Fri 24 Jan 2020 09:46
  • RT @mariofcenteno: A multipolar currency world would improve the functioning of the international monetary system. The Euro is still a youn…
    Alberto Gallo Thu 23 Jan 2020 16:31
  • Dove? Hawk? Owl? #LagardePinGuesses https://t.co/vgqr2zoJtY
    Alberto Gallo Thu 23 Jan 2020 13:41
  • *ALBAYRAK SAYS TURKEY CENTRAL BANK IS `AS INDEPENDENT AS FED'
    Alberto Gallo Thu 23 Jan 2020 11:45
  • RT @BloombergTV: Morgan Stanley CEO James Gorman says the Fed's balance sheet expansion is quantitative easing and one of the only tools th…
    Alberto Gallo Wed 22 Jan 2020 23:05
  • HY corporate and EM sovereign spreads over government bonds near record lows, as growth rebounds. As credit markets price in closer to perfection, selecting the right longs and shorts becomes increasingly important. #QEinfinity https://t.co/9J6SWZshCs
    Alberto Gallo Wed 22 Jan 2020 11:19
  • October 2019 "This is not QE. In no sense is this QE" - Powell Today "Fed's T-Bill purchases are basically QE" - Kudlow #QEinfinity
    Alberto Gallo Tue 21 Jan 2020 17:04
  • RT @gabriel_zucman: Very interesting paper: Between 1952 and 1988, economic growth accounted for 92% of the rise in US equity values. Si…
    Alberto Gallo Mon 20 Jan 2020 14:32
  • What does the phase I deal mean for the markets and future US-China negotiations? The short answer is - it ain't over yet. Our views on #tradewars with @flacqua and @marcusashworth Link
    Alberto Gallo Sun 19 Jan 2020 13:11
  • RT @lisaabramowicz1: Turkey shows that there are limits to how low benchmark rates can go before markets rebel. Link
    Alberto Gallo Thu 16 Jan 2020 11:53
  • RT @bopinion: A rate cut would be a clear sign that not all is well in Britain. This is inconsistent with the message of optimism Johnson i…
    Alberto Gallo Wed 15 Jan 2020 15:57
  • Central bankers and Man United: Why #QEinfinity scores less, but we keep watching more of it Today's @BloombergRadio with @nejracehic Link
    Alberto Gallo Tue 14 Jan 2020 18:06
  • Declining real interest rates are a secular phenomenon (@BoE_Research). Potential explanations: - Technology: less information asymmetry - Derivatives/insurance: less tail risk - Secular stagnation / liquidity traps: less inflation volatility #QEinfinity Link https://t.co/Qdjtw2kI11
    Alberto Gallo Wed 08 Jan 2020 11:55
  • RT @huwsteenis: “A trio of recent deals tells us something important about capital markets: that 2020 may be the year when climate-risk ana…
    Alberto Gallo Wed 08 Jan 2020 09:40
  • Are low interest rates a new thing? This new Bank of England study shows a multi-century declining trend in the return of capital since the 14th century. Link
    Alberto Gallo Wed 08 Jan 2020 07:20

    You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more

  • RT @HouseForeign: This Media Post will serve as a reminder that war powers reside in the Congress under the United States Constitution. And…
    Alberto Gallo Tue 07 Jan 2020 13:24
  • RT @EU_Commission: Equality. ? Freedom. ?? Rule of law. ? Democracy. ? Human rights. ? Human dignity. ? European Union values are co…
    Alberto Gallo Sun 05 Jan 2020 10:02
  • RT @rcallimachi: 1. I’ve had a chance to check in with sources, including two US officials who had intelligence briefings after the strike…
    Alberto Gallo Sun 05 Jan 2020 10:02
  • RT @Franz_Ferdinand: For the record, we think #WWIII is a bad idea.
    Alberto Gallo Fri 03 Jan 2020 12:45
  • Markets have been pricing in good trade news and melting up on US-China's phase I deal, but we still see elevated geopolitical risks, as discussed yesterday with @GuyJohnsonTV and @VonnieQuinn. When volatility makes a comeback, look at #bonds and especially at #gold.
    Alberto Gallo Fri 03 Jan 2020 10:45
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