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Berchtold, The Reluctant Investor / La Finanza In Cucina

...geopolitics, investing and systemic expressions. How we got here, where we are and what to do now. And stuff like pizza.

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Showing posts from May, 2026

Maria, Mari... (portfolio holdings 3 of 5)

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Sell in May and Walk Away (portfolio holdings 2 of 5)

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Relax. Don't Do It....(portfolio holdings 1 of 5)

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The Reality Shift: Financial Markets Do Not Function The Same Anymore

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December 16, 2024

introduction, looking back at the year, glancing at the year to come

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March Investment Update - 1

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December 29, 2025

Market Review, 2025: Year of Dada Nightmares

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March Update - 2: Monday.... Markets? (yuck. ) Money? (geeze.) Mulah? (bluurgh.)

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Waiting For The Gog. Portfolio update, June II

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August 16, 2025

Portfolio(s)/Market update August I. Dry number 2. Stirred, not shaken.

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