LEONARDO DRAGO

For lessons from the current AI investment landscape, a look back at the dawn of the Internet era and the subsequent dotcom bust is instructive.
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Dotcom bust offers lessons for those in search of the next AI winner

Pioneering technology companies can often falter. The next big player in AI could be among currently nascent, private entities

HBO's Succession series, starring Brian Cox and Matthew Macfadyen, illustrates how wealthy families can lose it all – by doing what Cox's character Logan Roy has done.
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Learning lessons from HBO’s Succession series in creating multi-generational wealth

Sustainable wealth is not measured in solely monetary terms, but also in the strength of familial bonds, a shared vision and a commitment to the greater good

ChatGPT logo and AI Artificial Intelligence words are seen in this illustration taken, May 4, 2023. REUTERS/Dado Ruvic/Illustration
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When robots take over your portfolio (and hopefully make you rich)

AI can take over certain functions such as crunching data. But ChatGPT says AI is unlikely to replace a human adviser

Switzerland has been a haven of legal certainty for investors for decades. But in the Credit Suisse bailout, shareholder rights and corporate seniority have been overridden, raising the likelihood of legal action by investors.
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Investors need a crystal ball for risk, not returns

Instead of asking what assets to invest in, they would be better off learning about the seismic shifts that could turn into big risks in the future

Leverage and attempting to time the market raise the risks of a permanent loss of capital.
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How to avoid permanent loss of capital

Some strategies can help you avoid or minimise the risk of a permanent investment loss

blockchain, technology, smart
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Fundamental question for crypto: Does it have any real-world value?

Is crypto a store of value, vehicle for speculation, or an asset with productive use? More investors have become disillusioned about crypto’s prospects as an investment that gains in value

US equities are among the worst performers of all major markets when measured in local currencies. Markets may be at the start of a major turn away from the US' 15 years of outperformance.
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Indicators lining up for a strong first-half rally in 2023

Forecasters hold an overwhelmingly bearish outlook for next year, but there is a good chance that they are wrong

FTX's fall from grace ranks as the largest and quickest drop in net worth in history, as chief executive Sam Bankman-Fried (above) lost 20 billion tokens in a day.
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FTX implosion: Crypto’s value should not be quoted in dollars

FTX was quoted with a value of US$32 billion before it declared bankruptcy – but it was worth 32 billion of its own tokens, not dollars. Customers are likely to lose all assets they hold there

In today's bear market, trend following has done well. But it may falter in bull markets
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No one knows anything: Trend following in a portfolio

The trend-following strategy is having a banner year, but may have periods of weak performance. This is their value in diversifying a portfolio.

A do-it-yourself approach works for most investors after they've created a suitable plan, which will require a competent financial adviser.
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Do you need a financial adviser?

The tasks of creating and managing a liquid portfolio of securities have become much less complex with the advent of exchange traded funds