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6.95%2026
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8.24%2025
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50.79%2024
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65.86%2023
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48.15%2021
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116.75%2020
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47.37%2019
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116.8%0%-116.8%
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Big green day across risk assets. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $SPX500 +0.65% The S&P crossed 7,800 for the first time after flat PPI data cooled September... Εμφάνιση περισσότερων Μετάφραση
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
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... Εμφάνιση περισσότερων Μετάφραση
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
🔔🔔🔔 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... Εμφάνιση περισσότερων Μετάφραση
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
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. 🔴... Εμφάνιση περισσότερων Μετάφραση
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
🔔🔔🔔 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... Εμφάνιση περισσότερων Μετάφραση
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
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... Εμφάνιση περισσότερων Μετάφραση
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
🔔🔔🔔 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... Εμφάνιση περισσότερων Μετάφραση
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
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... Εμφάνιση περισσότερων Μετάφραση
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
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. 🟢... Εμφάνιση περισσότερων Μετάφραση
Davide Marcotti
Davide Marcotti
Ηνωμένα Αραβικά Εμιράτα
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... Εμφάνιση περισσότερων Μετάφραση

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Στρατηγική: Μακροοικονομικά

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