Weekend Recap: Ceasefire Cracks and a Hot Jobs Report Shift the Mood
Dear copiers, investors and followers,
I am writing this post as a mini recap of the latest weekend news relevant, directly or indirectly, to our portfolio.
Geopolitics back in focus
The Israel, Lebanon and Iran ceasefire came under... Mehr anzeigen Übersetzen
Markets in the Last 24 Hours: Dow Hits Record as Money Rotates Out of AI
Dear copiers, investors and followers,
I am writing this post as a mini recap of the latest news relevant, directly or indirectly, to our portfolio.
Equities: rotation in play
A clear rotation took hold. The Dow set a fresh... Mehr anzeigen Übersetzen
PART 2
Inflation 2021–2026: History Repeating Itself or a Lesson Learned?
Dear copiers, investors and followers,
The stagflation of the 1970s may seem like a distant chapter, but the inflation cycle between 2021 and 2026 brought back several familiar elements. The similarities with the 1970s are real,... Mehr anzeigen Übersetzen
Dear copiers, investors and followers,
When discussing the great inflation surge of the 1970s, people often make the mistake of attributing it to a single cause. In reality, the wave that pushed inflation into double-digit territory across much of the Western world — and above 20% in Italy in 1980 —... Mehr anzeigen Übersetzen
Incontro con la community all'eToro Summit di Milano - 23 giugno 2026
Gentili copiatori, investitori e follower,
il prossimo 23 giugno sarò a Milano per partecipare all’eToro Summit, che si terrà a Palazzo Mezzanotte, in Piazza Affari.
Innanzitutto desidero ringraziare eToro per l’invito. Si... Mehr anzeigen Übersetzen
Between Ceasefire and Resolution: Where We Stand
Dear copiers, investors and followers,
the result of the poll was very interesting: the majority of the community chose scenario 3, fragile stalemate and volatile markets.
So far, that has proven to be the right reading of the situation in the Middle... Mehr anzeigen Übersetzen
Ferrari Luce: When a Dream Becomes a Disappointment
Dear copiers, investors and followers,
Yesterday, Ferrari officially unveiled its first fully electric vehicle. It is called Luce, it was presented in Rome, and let me be straightforward: it is a major disappointment, at least from an aesthetic and... Mehr anzeigen Übersetzen
The Great Fed Transition: From the Powell Era to the Warsh Era
Dear copiers, investors and followers,
May 2026 could mark a key turning point for global monetary policy. In recent weeks, we have witnessed Jerome Powell's final meeting as Chair of the Federal Reserve and the confirmation of Kevin... Mehr anzeigen Übersetzen
Iran, USA and the Strait of Hormuz: What Is Happening and What It Means for Markets
Dear copiers, investors and followers,
I would like to share an update on the conflict in the Middle East, along with its repercussions on oil prices and, more broadly, on risk allocation within portfolios. The purpose... Mehr anzeigen Übersetzen
USD/JPY: 160 Remains Tokyo’s Red Line
Dear copiers, investors and followers
in recent sessions, the market has sent a very clear message: the 160 level on $USDJPY remains an area that Tokyo does not want to let run unchecked. After reaching 160.72 in the April 30 session, the pair fell quickly toward... Mehr anzeigen Übersetzen
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Wed Jun 10 2026 09:38:40 GMT+0000 (Coordinated Universal Time)