Alberto Poli @pino428: "Dear copiers and follower, welcome..."

Italy

Edited

Dear copiers and follower, welcome back. 📈 𝙎𝙚𝙥𝙩𝙚𝙢𝙗𝙚𝙧 𝙨𝙪𝙧𝙥𝙧𝙞𝙨𝙚𝙨: 𝙢𝙖𝙧𝙠𝙚𝙩𝙨 𝙤𝙣 𝙩𝙝𝙚 𝙧𝙞𝙨𝙚, 𝙥𝙤𝙧𝙩𝙛𝙤𝙡𝙞𝙤𝙨 𝙘𝙚𝙡𝙚𝙗𝙧𝙖𝙩𝙞𝙣𝙜. The month that was historically expected to be “black” turned into a springboard for investors: our portfolio closed in positive territory (+1.70%), and October started off strong (+3%), driven by crypto and healthcare. The more aggressive approach adopted over the past year – while maintaining solid diversification – has allowed us to achieve better results than in 2024 and 2023. In recent days, the pharmaceutical sector has benefited from direct agreements between the White House and major players such as Pfizer, which, in exchange for lower prices, obtained a three-year exemption from tariffs. If this model were to spread, the negative impact on European and Swiss pharma companies could be significantly reduced. 🔍 𝙄𝙣 𝙩𝙝𝙚 𝙐𝙣𝙞𝙩𝙚𝙙 𝙎𝙩𝙖𝙩𝙚𝙨, the government shutdown has halted the release of key macroeconomic data, forcing economists to “fly blind.” Without payroll and jobless claims figures, volatility has increased, the dollar has weakened, and gold has reached new all-time highs. Conversely, oil prices have fallen, weighed down by rumors of an OPEC+ supply increase and a potential surplus in 2025. 🌍 𝙄𝙣 𝙀𝙪𝙧𝙤𝙥𝙚, signals remain mixed: business confidence shows a timid recovery, but the new U.S. tariffs risk reducing GDP by around -0.3% and slowing exports to the United States. 📊 𝘼𝙣𝙙 𝙣𝙤𝙬, the question we all ask ourselves: can markets keep running, or are we approaching a natural pullback? From my perspective, liquidity remains high and, even though geopolitical factors can generate strong tensions, there are no signs on the horizon of a significant correction (based on current data, of course). This is only my view and should not be interpreted as investment advice. 🏭In many areas, a slowdown is becoming evident, and making concrete forecasts is increasingly difficult, while finance seems to be moving faster than the real economy. 𝘼𝙣𝙙 𝙮𝙤𝙪 – 𝙝𝙤𝙬 𝙙𝙤 𝙮𝙤𝙪 𝙨𝙚𝙚 𝙩𝙝𝙚 𝙧𝙚𝙖𝙡 𝙚𝙘𝙤𝙣𝙤𝙢𝙮 𝙞𝙣 𝙮𝙤𝙪𝙧 𝙨𝙚𝙘𝙩𝙤𝙧𝙨? $PFE (Pfizer) $ETH $GOLD $SPX500

4 Mentioned

PFE

Pfizer

ETH

Ethereum

GOLD

SPX500

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