Davide Marcotti
Davide Marcotti @Dafne17

Ydeevne
Alle

6.41%2026
2026
8.24%2025
2025
50.79%2024
2024
65.86%2023
2023
-42.90%2022
2022
48.15%2021
2021
116.75%2020
2020
47.37%2019
2019
-61.06%2018
2018
4.99%2017
2017
116.8%0%-116.8%
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🟢 US July inflation matched expectations, removing near-term Fed rate hike pressure and setting Asian equities up for gains Thursday. 🟢🟢 Small business optimism surged... Vis Oversæt
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Mixed close today, but tech and small caps did the heavy lifting. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $NSDQ100 +0.54% Strong earnings reports and an in-line July... Vis Oversæt
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🔴 Oil $OIL surged on escalating US-Iran tensions while Treasury yields climbed, forcing traders to price in potential Fed rate hikes despite recent weak jobs data. 🔴... Vis Oversæt
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Choppy session, with rotation continuing under the surface. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🔴 $NSDQ100 -0.60% Tech underperformed again as the sector continued... Vis Oversæt
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🔴 Oil $OIL held near $82 as hopes faded for a deal to reopen the Strait of Hormuz, with crude gaining 9% over the previous three sessions on geopolitical risk. 🟢 JPMorgan... Vis Oversæt
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Choppy session with major indices flat, but energy and hard assets did the heavy lifting. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $GOLD +2.48% Gold opened at its... Vis Oversæt
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
Story time... A $𝟰𝟱 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 hedge fund "almost" died two weeks ago. Leopold, the prodigy, turned a small fund into the fastest run Wall Street has ever seen. Up 𝟰𝟯𝟵% this year at the peak. Over 1,500% since launching in 2024. Then July happened... The AI trade got crowded. Everyone... Vis Oversæt
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🔴 Iran denied any direct negotiations with the U.S. on reopening the Strait of Hormuz after weekend hopes collapsed, sending oil $OIL risk premia higher on Monday. 🟢... Vis Oversæt
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
Let's get ready for tomorrow's open. Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🟢 Fed Governor Lisa Cook delivered an economic outlook speech Friday in Alaska as markets took September rate hikes off the... Vis Oversæt
Davide Marcotti
Davide Marcotti
Forenede Arabiske Emirater
Markets are closed, but crypto never sleeps. Let's get ready for when the market reopens. Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🔴🔴 July payrolls shocked with a 23,000 job loss against expectations of... Vis Oversæt

Om Davide Marcotti

CEO, Global Macro Portfolio. 34% annualised returns since becoming a PI in 2020.
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