Antonio Menditto
Antonio Menditto @TonyMusante

Performance
All

32.02%2026
2026
30.90%2025
2025
24.94%2024
2024
33.41%2023
2023
-16.21%2022
2022
24.44%2021
2021
10.18%2020
2020
33.4%0%-33.4%
Antonio Menditto
Earnings Are Strong, but the Market Is Becoming More Selective The latest earnings season is sending an important message: corporate profitability remains remarkably resilient despite geopolitical and macroeconomic uncertainty. 1. Earnings growth is broadening beyond tech. In Italy, aggregate FTSE... Show More
Antonio Menditto
Markets are entering a new phase: fundamentals are back in the spotlight. Over the past few weeks, investors have received a clear message: markets are becoming increasingly driven by fundamentals rather than expectations alone. The Federal Reserve kept interest rates unchanged, reinforcing its data-dependent... Show More
Antonio Menditto
Markets are being driven by geopolitics once again. Yesterday’s trading session highlighted how quickly macro events can outweigh company fundamentals. The main catalyst was the renewed tension between the United States and Iran, which pushed investors back toward energy markets and inflation expectations.... Show More
Antonio Menditto
Is the market becoming less forgiving? The latest earnings season suggests we’re entering a new phase of the market—one where execution matters more than expectations. Several companies delivered solid financial results, yet investors reacted very differently depending on the quality of those earnings. Microsoft... Show More
Antonio Menditto
The latest earnings season delivered an important reminder: markets are becoming much more selective. Strong revenue growth alone is no longer enough. Investors increasingly want to see expanding margins, disciplined capital allocation and clear returns on AI investments. Microsoft is a perfect example.... Show More
Antonio Menditto
**From AI Hype to Earnings Reality** Last week offered a useful reminder that markets don't move in straight lines. The **Nasdaq fell 4.6%**, the **S&P 500 lost 1.9%**, while several AI leaders—including **NVIDIA (-8.6%)**, **Alphabet (-8.3%)** and **Apple (-4.8%)**—experienced sharp pullbacks... Show More
Antonio Menditto
The market environment remains constructive, but selectivity is becoming increasingly important. Recent earnings confirmed that not all sectors are moving in the same direction. Companies benefiting from AI investments continue to attract capital, while businesses facing margin pressure or slower growth... Show More
Antonio Menditto
Ho individuato un tema forte e molto attuale per la community eToro: l’euforia sull’AI e la necessità di diventare più selettivi dopo il rally del settore tecnologico. L’articolo evidenzia che la tecnologia ha guadagnato oltre il 26% nei primi mesi dell’anno e oltre il 56% negli ultimi 12 mesi, ma molte... Show More
Antonio Menditto
Based on the latest market developments, I’m staying focused on a simple principle: separate short-term noise from long-term trends. The market continues to send mixed signals. On one side, investors are dealing with uncertainty around interest rates, inflation expectations, and geopolitical tensions.... Show More
Antonio Menditto
This week reminded me why diversification and patience still matter more than hype. Markets are moving on earnings, rates, geopolitics, and AI expectations all at once — and that creates both volatility and opportunity. Big Tech continues to dominate attention. Meta and Nvidia remain incredibly strong,... Show More

About Antonio Menditto
Italy
Strategy: Value

Magic formula...the Joel Greenblatt analysis mixed with evergreen stocks.
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