La settimana si apre in un contesto ancora incerto: una settimana di guerra ha pesato soprattutto sull’Europa, con energia in tensione e listini sotto pressione.
Gli USA hanno retto grazie a distanza geografica e maggiore indipendenza energetica, ma anche lì il mercato sta ricalibrando aspettative su tassi e rischio.
Il mio approccio resta lo stesso:
struttura a blocchi, diversificazione, zero leva.
Poche mosse, solo quando il quadro si chiarisce o quando i pesi si spostano davvero.
Chi segue questo portafoglio deve aspettarsi questo:
meno reazioni, più continuità.
Perché nei periodi rumorosi la disciplina conta più della velocità.
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