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Help link 27/04/2003; 16.46.15.


giovedì 25 luglio 2002
 

Cattive azioni. Oggi, mentre ero bloccato nel traffico in autostrada, ho sfogliato repubblica. In un trafiletto il direttore generale di una banca, intervistato sull'andamento azionario diceva più o meno che chi era tentato di vendere le azioni non doveva assolutamente farlo. Avrebbe perso i risparmi di una vita. Era un fesso fregato dal panico. Viceversa se aveva liquidità da investire gli conveniva di puntare per ora sul reddito fisso. Vorrei parlare con questo signore per capire che differenza c'è a meno dei costi di disinvestimento  fra 1 euro che viene da azioni che si sono svalutate e 1 euro appena guadagnato. Se conviene fare dei bot, facciamo dei bot finche conviene e rifaremo le azioni quando sarà il momento. O no? Io dal canto mio li spendo tutti. Tiè.


11:26:41 PM      comment []

C'è un articolo interessante su economist sul mito della crescita di internet. Il traffico cresce circa del 100% l'anno. Durante la bolla si diceva in giro che la crescita era di un raddoppio ogni 100 giorni (oltre 1000%). Pare fosse una palla messa in giro proprio da worldcom. Morale:  morti nello scoppio del pallone che avevano contribuito a gonfiare.
12:09:57 AM      comment []


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