๐๐๐ฎ ๐๐ซ๐๐ง๐ซ๐๐๐ฌ
@giomeggio +3.70%
โ $DJ30 +2.3%
โ $SPX500 +5.1%
Following April's sharp rebound, markets continued their advance in May, supported by resilient economic data and renewed enthusiasm surrounding artificial intelligence. The rally became increasingly concentrated in technology... Show More
๐ผ๐ฅ๐ง๐๐ก ๐๐ซ๐๐ง๐ซ๐๐๐ฌ
@giomeggio +12.20%
โ $DJ30 +7.02%
โ $SPX500 +10.40%
The decision to stay fully invested paid off in April, as the market rebounded strongly from the March lows on renewed hopes for a resolution to the Iran conflict. As identified in multiple previous posts, much of the optimism... Show More
๐๐๐ง๐๐ ๐๐ซ๐๐ง๐ซ๐๐๐ฌ
@giomeggio -8.62%
โ $DJ30 -5.24%
โ $SPX500 -5.13%
IT'S WAR! March was another month of high volatility, with the financial markets impacted by the new war against Iran. The choke on the global flow of oil and the prospect of a new turn of stagflation were enough to send... Show More
๐๐๐๐ง๐ช๐๐ง๐ฎ ๐๐ซ๐๐ง๐ซ๐๐๐ฌ
@giomeggio +1.56%
โ $DJ30 -0.85%
โ $SPX500 -1.29%
AI jitters, Saaspocalypse, tariffs, war... seems like the new normal is volatility all the way. The market reaction to the Citrini research piece was absolutely shocking. As many commentators pointed out, investors... Show More
๐ ๐๐ฃ๐ช๐๐ง๐ฎ ๐๐ซ๐๐ง๐ซ๐๐๐ฌ
@giomeggio -1.38%
โ $DJ30 +1.27%
โ $SPX500 +0.68%
We start 2026 with a cognitive dissonance: the market seems to be concerned at the same time about an AI bubble, where valuations are inflated relative to AI growth prospects, and about an AI take-all scenario, where... Show More
๐๐ป๐ป๐๐ฎ๐น ๐ฅ๐ฒ๐ฝ๐ผ๐ฟ๐
For the first time since starting on eToro in 2022, we did not outperform our benchmark. Thatโs never the goal, but it is part of the process. We close the year with sharper insight, stronger discipline, and a clearer understanding of the environment ahead.
2025 reminded us... Show More
๐ผ ๐๐ก๐๐๐ฅ๐๐ฃ๐ ๐๐๐๐ฃ๐ฉ ๐๐๐๐ฉ๐๐ฃ๐ ๐ฉ๐ค ๐๐ค๐๐ง ๐ผ๐๐๐๐ฃ
As the market gets itchy about crazy capital expenditure, AI fears and subtle bubble mumbles, I would like to spend some time to speak about a position that I have been quietly increasing in my portfolio over the last year called... Show More
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