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7.82%2026
2026
8.24%2025
2025
50.79%2024
2024
65.86%2023
2023
-42.90%2022
2022
48.15%2021
2021
116.75%2020
2020
47.37%2019
2019
-61.06%2018
2018
4.99%2017
2017
116.8%0%-116.8%
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Choppy session with geopolitical tension and legal risk doing most of the damage. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🔴 $SPX500 -0.52% US stocks fell as oil prices... Mostrar mais Traduzir
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
Are we in an AI bubble? May 2020. Nvidia ships a chip called the A100. For two years the bears have called these things melting ice cubes. Useful for three years, then landfill. Cassandra (the big short) built an entire short thesis on exactly this. His argument: big tech depreciates GPUs over five... Mostrar mais Traduzir
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🟠 Oil $OIL edged higher as Israel killed 11 in Lebanon strikes and fresh US sanctions on Iran loom, adding geopolitical risk to an already tight supply picture. 🔴 July... Mostrar mais Traduzir
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
Let's get ready for tomorrow's open. Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🔴 US retail sales cratered 0.6% in July against expectations of a 0.2% rise as falling gas prices and car sales knocked the... Mostrar mais Traduzir
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
Markets are closed, but crypto never sleeps. Let's get ready for when the market reopens. Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🔴 July retail sales crashed 0.6% versus expectations of a 0.1% gain, the... Mostrar mais Traduzir
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Choppy session, but plenty happened under the surface. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🔴 $SPX500 -0.17% Markets slipped after the S&P 500 notched a record... Mostrar mais Traduzir
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🟢 Moderating US inflation reinforced bets that the Fed will refrain from raising rates next month, buying more time before the September decision that could reset liquidity... Mostrar mais Traduzir
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
🔔🔔🔔 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 +0.65% The S&P crossed 7,800 for the first time after flat PPI data cooled September... Mostrar mais Traduzir
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🟢 US July inflation matched expectations, removing near-term Fed rate hike pressure and setting Asian equities up for gains Thursday. 🟢🟢 Small business optimism surged... Mostrar mais Traduzir
Davide Marcotti
Davide Marcotti
Emirados Árabes Unidos
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Mixed close today, but tech and small caps did the heavy lifting. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $NSDQ100 +0.54% Strong earnings reports and an in-line July... Mostrar mais Traduzir

Sobre Davide Marcotti
Emirados Árabes Unidos
Estratégia: Macro

CEO, Global Macro Portfolio. 34% annualised returns since becoming a PI in 2020.
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