Davide Marcotti @Dafne17: "🔔🔔🔔 Market Bell, see you..."

United Arab Emirates

🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Big green day across risk assets. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $SPX500 +1.79% The rally came as crude oil prices collapsed on news of de-escalating tensions in the Middle East following progress toward a deal on the Strait of Hormuz. Strong economic data also boosted sentiment. 🟢 $NSDQ100 +2.59% AI trade rebounded from a volatile July, with tech leading the broad market higher on lower oil prices and easing geopolitical worries. 🟢 $DJ30 +1.71% The Dow closed at a fresh record high, with nineteen of the thirty components finishing in positive territory. 🔴 $OIL -5.86% Oil slid as optimism grew that the US and Iran are moving closer to a deal to reopen the Strait of Hormuz, with Treasury Secretary Scott Bessent saying there is a chance a deal could happen today or tomorrow. 🟢 $GOLD +2.53% Gold continues to benefit from geopolitical tensions and shifting monetary policy regimes, even as long-term yields stay elevated. 📌 𝗪𝗵𝗮𝘁 𝗶𝘁 𝗺𝗲𝗮𝗻𝘀 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 🟢 NVDA +2.56% Our biggest AI position benefited from the tech rebound. The setup in AI infrastructure remains strong long term. 🟢 AMD +7.00% Big move ahead of earnings after the bell today. The data center story is what matters, the rest is noise. 🟢 BTC +1.20% Bitcoin held up well, firming alongside risk assets. Crypto investors are watching Middle East developments and the Clarity Act moving through Congress. 🟢 HYPE +3.11% Nice move on a small position, continuing to track broader crypto momentum. 🟢 TAN +4.04% Solar rallied hard today, adding nicely to the portfolio. The long-term compounding story hasn't changed. "Experience is what you got when you didn't get what you wanted." - Howard Marks

Not investment advice. The author may have financial interests in the mentioned instruments.