Andrea Gianoncelli - eToro Popular Investor

Andrea Gianoncelli @Gianonchh

Performance
0% Return
All

2026

2025

2024

2023

21.6%0%-21.6%

Return YTD 4.9%

Return 2Y 50.06%

Avg. Risk Score (last 7D)

Profitable Weeks 50.91%

Discussions

Andrea Gianoncelli

Italy

WHEN A BIT MORE INFLATION CAN BE THE LESSER EVIL Dear investors, Recently, I read a very interesting paper that looks at monetary policy when there is a shortage of tradable goods (i.e., goods that are traded internationally). It reaches a counterintuitive conclusion: when inflation spikes are driven... Show More

Andrea Gianoncelli shared a post via Akim Guerreiro

Luxembourg

I agree with everything that has been written here; from a monetary policy perspective, we are in a macroeconomic context that should lead to a year-end rally. Furthermore, it should be remembered that, seasonally, Q4 has historically been very positive for financial market performance, which so far... Show More

Akim Guerreiro

Luxembourg

𝐖𝐡𝐚𝐭 𝐝𝐨 𝐰𝐞 𝐝𝐨 𝐧𝐨𝐰 𝐮𝐧𝐭𝐢𝐥 𝐭𝐡𝐞 𝐞𝐧𝐝 𝐨𝐟 𝐲𝐞𝐚𝐫? Markets dropped last week because of the lower probability of a rate cut in December. Markets are bouncing back because of higher probability of a rate cut in December. You asked the markets to be rational? Now they are. And they... Show More

Andrea Gianoncelli

Italy

Dear investors, Lately I’ve been reading the work of the 2025 Nobel laureates in economics—Mokyr, Aghion, and Howitt—and one idea really stood out to me. In a 1992 paper, Aghion and Howitt argue that advanced economies are highly dynamic—meaning that growth and “creative destruction” go hand in hand... Show More

Andrea Gianoncelli

Italy

PORTFOLIO PERFORMANCE UPDATE - OCTOBER 2025 Dear Investors, October has just ended on a strong note for equities. Despite an uncertain geopolitical and economic backdrop—between the U.S. government shutdown and renewed U.S.–China tensions (tariffs and rare earths)—markets kept climbing, pointing to... Show More

Andrea Gianoncelli

Italy

PORTFOLIO PERFORMANCE UPDATE Dear Investors, September turned out to be anything but typical. Historically, it’s a weak month for equities as investors take profits from the first half of the year. In 2025, however, September flipped the script: the $SPX500 gained +3.3%, the $NSDQ100 +5.3%, and global... Show More

Andrea Gianoncelli

Italy

NO RISK-FREE PATH - POWELL STAYS CAUTIOUS Dear Investors, Last week, the Federal Reserve cut rates by 25 basis points—the outcome markets viewed as most likely, even if it sparked debate inside the Fed. In practice, a move like this lowers borrowing costs for households and businesses, which can support... Show More

Andrea Gianoncelli

Italy

IF THE FED CUTS, DO MARKETS SELL THE NEWS? Dear Investors, Recent data revisions show the U.S. labor market is weaker than first reported. From April 2024 to March 2025—spanning the end of the Biden presidency and the start of Trump’s—initial estimates suggested the U.S. added 1.74 million jobs. The... Show More

Andrea Gianoncelli

Italy

JACKSON HOLE: POWELL STAYS CAUTIOUS Dear Investors, Last Friday at Jackson Hole, Fed Chair Jerome Powell outlined a tricky backdrop: inflation pressures look firmer while the labor market is cooling. Normally, the Fed raises interest rates when inflation is high and cuts when jobs weaken—having both... Show More

Andrea Gianoncelli

Italy

PORTFOLIO PERFORMANCE UPDATE Dear Investors, Over the past week we’ve seen several important developments on both the political and market fronts. The most notable headlines were the meetings around potential Ukraine peace talks—first between President Trump and President Putin, followed by discussions... Show More

Andrea Gianoncelli

Italy

PORTFOLIO PERFORMANCE UPDATE Dear Investors, Following the recent all-time highs in global markets, my portfolio has delivered an exceptionally strong performance. The $SPX500 is currently trading above 6,400 points, posting a year-to-date gain of 10%. In comparison, my portfolio is up 19% since the... Show More