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  1. www.linkedin.com › pulse › contrarian-case-china-deep-valueThe Contrarian Case for China: Deep Value, High Dividends ... -...

    Sep 16, 2024 · Pietro Ventani. Unconstrained macro-driven portfolio strategy across both traditional and digital assets. Economist. Early stage tech investor. Published Sep 16, 2024. Chinese...

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    • Pietro Ventani - Master of Business Administration @ Harvard Business ...
    • Capitalism’s Right of Passage (w/ Pietro Ventani)
    • Pietro Ventani - Business Insider
    • Pietro Ventani on LinkedIn: Why a Much Stronger Dollar May Now Be in ...

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  3. swerveinsights.substack.com › p › the-inverted-pyramid-paradoxThe Inverted Pyramid Paradox: Tech Giants’ Dependence on...

    Sep 9, 2024 · Pietro Ventani. Sep 09, 2024. A paradox has emerged in global equity markets: companies with intangible assets now account for over 90% of total market valuation, while the value of companies with tangible, "real" assets—especially in energy and materials—has shrunk to historically low levels.

  4. swerveinsights.substack.com › p › when-easing-isnt-easyWhen Easing Isn't Easy - by Pietro Ventani - Substack

    Sep 2, 2024 · Pietro Ventani. Sep 02, 2024. After more than a year since its last hike, the U.S. Federal Reserve is poised to cut its funds rate, one of the most critical interest rates in the U.S. financial system and, arguably, in the world.

    • Pietro Ventani

  5. www.linkedin.com › pulse › when-easing-isnt-easy-why-long-termWhen Easing Isn't Easy: Why Long-Term Rates Could Rise ... -...

    Sep 2, 2024 · Pietro Ventani. Unconstrained macro-driven portfolio strategy across both traditional and digital assets. Economist. Early stage tech investor. Published Sep 2, 2024. + Follow.

  6. www.linkedin.com › pulse › inverted-pyramid-paradox-techThe Inverted Pyramid Paradox: Tech Giants’ Dependence on ... -...

    Sep 9, 2024 · A paradox has emerged in global equity markets: companies with intangible assets now account for over 90% of total market valuation, while the value of companies with tangible, "real" assets ...

  7. swerveinsights.substack.com › p › the-contrarian-case-forThe Contrarian Case for China: Deep Value, High Dividends, and...

    Sep 14, 2024 · Pietro Ventani. Sep 14, 2024. Share. Chinese stocks are arguably the most disfavored investment in the world right now. The Shanghai Composite—the largest stock exchange— is down 14% over the last 12 months and is now worth 57% less than it was 17 years ago since reaching its all-time high.

  8. www.lanazione.it › firenze › cronacaFirenze, l’associazione Amici di Doccia dopo oltre vent’anni...

    1 day ago · Firenze, 28 settembre 2024 - Dopo oltre vent’anni dedicati alla ricerca, allo studio, alla conservazione e valorizzazione dell’antica Manifattura Ginori, l’ associazione Amici di Doccia ...