Davide Marcotti
Davide Marcotti @Dafne17

Performance
All

14.45%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
United Arab Emirates
Good morning legends โ˜€๏ธ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours ๐ŸŒ Macro ๐ŸŸข Fed Governor Christopher Waller signalled he would support keeping rates steady if inflation keeps easing, flipping hike odds from 70% to roughly 50%. ๐ŸŸข The dollar... Show More
Davide Marcotti
Davide Marcotti
United Arab Emirates
๐Ÿ””๐Ÿ””๐Ÿ”” Market Bell, see you tomorrow! ๐Ÿ””๐Ÿ””๐Ÿ”” The Market Bell complements the morning market movers and focus specifically on our portfolio. Big green day across risk assets. ๐—ช๐—ต๐—ฎ๐˜ ๐—บ๐—ผ๐˜ƒ๐—ฒ๐—ฑ ๐˜๐—ผ๐—ฑ๐—ฎ๐˜†: ๐ŸŸข $SPX500 +1.06% Fed Governor Waller said he'd lean toward holding rates steady unless... Show More
Davide Marcotti
Davide Marcotti
United Arab Emirates
99% of hedge fund don't beat the $SPX500 over a long enough time horizon. But we did! Over the last 5 years we outperformed BOTH the $SPX500 and $BTC , while slightly giving it up to the $NSDQ100 (can't have it all right). All while diversifying across sector (with clean energy in the mix),... Show More
Davide Marcotti
Davide Marcotti
United Arab Emirates
Good morning legends โ˜€๏ธ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours ๐ŸŒ Macro ๐ŸŸข Treasury yields pulled back from multiyear highs after the 10-year touched 4.8% and the 30-year nearly hit 5.3%, giving risk assets some breathing room after Tuesday's... Show More
Davide Marcotti
Davide Marcotti
United Arab Emirates
๐Ÿ””๐Ÿ””๐Ÿ”” Market Bell, see you tomorrow! ๐Ÿ””๐Ÿ””๐Ÿ”” The Market Bell complements the morning market movers and focus specifically on our portfolio. Markets clawed back ground after a three-day slide. ๐—ช๐—ต๐—ฎ๐˜ ๐—บ๐—ผ๐˜ƒ๐—ฒ๐—ฑ ๐˜๐—ผ๐—ฑ๐—ฎ๐˜†: ๐ŸŸข $SPX500 +0.46% Treasury yields took a breather from the recent run to... Show More
Davide Marcotti
Davide Marcotti
United Arab Emirates
Good morning legends โ˜€๏ธ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours ๐ŸŒ Macro ๐Ÿ”ด๐Ÿ”ด Eurozone inflation surged to 3.3% in August from 2.9% in July as energy costs spiked to 14.3%, cementing market expectations for the ECB to hike rates by 25bps in... Show More
Davide Marcotti
Davide Marcotti
United Arab Emirates
๐Ÿ””๐Ÿ””๐Ÿ”” Market Bell, see you tomorrow! ๐Ÿ””๐Ÿ””๐Ÿ”” The Market Bell complements the morning market movers and focus specifically on our portfolio. Red day, but the long-term story hasn't changed. ๐—ช๐—ต๐—ฎ๐˜ ๐—บ๐—ผ๐˜ƒ๐—ฒ๐—ฑ ๐˜๐—ผ๐—ฑ๐—ฎ๐˜†: ๐Ÿ”ด $SPX500 -0.71% Inflation worries and elevated oil prices lifted bond... Show More
Davide Marcotti
Davide Marcotti
United Arab Emirates
Good morning legends โ˜€๏ธ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours ๐ŸŒ Macro ๐Ÿ”ด Fed Chair Warsh's Jackson Hole speech on Friday was read as hawkish by markets, pushing September rate-hike odds from 35% to around 55% and spiking the 10-year Treasury... Show More
Davide Marcotti
Davide Marcotti
United Arab Emirates
๐Ÿ””๐Ÿ””๐Ÿ”” Market Bell, see you tomorrow! ๐Ÿ””๐Ÿ””๐Ÿ”” The Market Bell complements the morning market movers and focus specifically on our portfolio. Choppy session, with geopolitics keeping a lid on equities and sending oil sharply higher. ๐—ช๐—ต๐—ฎ๐˜ ๐—บ๐—ผ๐˜ƒ๐—ฒ๐—ฑ ๐˜๐—ผ๐—ฑ๐—ฎ๐˜†: ๐Ÿ”ด $SPX500 -0.58% Geopolitical tensions... Show More
Davide Marcotti
Davide Marcotti
United Arab Emirates
Good morning legends โ˜€๏ธ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours ๐ŸŒ Macro ๐Ÿ”ด Fed Chair Kevin Warsh delivered hawkish comments on Friday fueling bets on a rate hike next month, a major pivot from the dovish chatter markets priced in weeks ago. ๐Ÿ”ด๐Ÿ”ด... Show More

About Davide Marcotti
United Arab Emirates
Strategy: Macro

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