Gaetano Bonfiglio
Gaetano Bonfiglio @GaetanoBonfiglio

Результаты
Все

2.80%2026
2026
5.62%2025
2025
6.03%2024
2024
6.0%0%-6.0%
Gaetano Bonfiglio
𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐔𝐏𝐃𝐀𝐓𝐄 Good Morning everyone, Welcome to our weekly portfolio update. In this mid-July session, we are navigating a market environment characterized by partial sectoral rotation. While technology and semiconductor stocks continue to display remarkable relative strength driven... Показать подробности Перевод
Gaetano Bonfiglio
𝐖𝐄𝐄𝐊𝐋𝐘 𝐎𝐔𝐓𝐋𝐎𝐎𝐊 Hello Fellow Investors, 𝐌𝐚𝐫𝐤𝐞𝐭 𝐂𝐨𝐧𝐭𝐞𝐱𝐭 We face a crucial week for asset allocation. Current quantitative models show a challenging macro regime: US Stagflation against European Reflation. Despite this complex environment, global sentiment remains Risk-On. As... Показать подробности Перевод
Gaetano Bonfiglio
𝐖𝐄𝐄𝐊𝐋𝐘 𝐑𝐄𝐂𝐀𝐏 Hello everyone, followers and copiers, This week, global markets showed mixed performance, navigating an environment of macroeconomic anticipation. Data from the US and Europe indicates moderate but resilient economic growth, forcing market participants to carefully weigh the... Показать подробности Перевод
Gaetano Bonfiglio
𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐔𝐏𝐃𝐀𝐓𝐄 Good Morning everyone, Welcome to our weekly portfolio update. In a macroeconomic framework shaped by ongoing volatility and a shifting correlation among asset classes, our active and rotational management approach remains essential to preserve a balanced profile and... Показать подробности Перевод
Gaetano Bonfiglio
𝐖𝐄𝐄𝐊𝐋𝐘 𝐎𝐔𝐓𝐋𝐎𝐎𝐊 Dear followers and investors, 𝐌𝐚𝐫𝐤𝐞𝐭 𝐂𝐨𝐧𝐭𝐞𝐱𝐭 We enter this new week facing a complex and polarized macroeconomic environment. Our models indicate the persistence of a dominant economic regime characterized by Stagflation in the United States and Canada, while... Показать подробности Перевод
Gaetano Bonfiglio
𝐖𝐄𝐄𝐊𝐋𝐘 𝐑𝐄𝐂𝐀𝐏 Greetings to all followers and copiers. The week just ended featured significant macroeconomic dynamics, characterized by a US holiday for Independence Day and important data releases in Europe, with equity markets experiencing mixed sessions within a cautious atmosphere. The... Показать подробности Перевод
Gaetano Bonfiglio
𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐔𝐏𝐃𝐀𝐓𝐄 Good Morning everyone, Welcome to our weekly portfolio update. In a macroeconomic context characterized by ongoing volatility and active sector rotation, our balanced strategy remains strictly focused on stability and rigorous risk management over the medium-to-long... Показать подробности Перевод
Gaetano Bonfiglio
𝐖𝐄𝐄𝐊𝐋𝐘 𝐎𝐔𝐓𝐋𝐎𝐎𝐊 Welcome to our weekly outlook. We face a split macroeconomic landscape: the US shows a 73% stagflation probability, while European indicators hint at 74% reflation. Global sentiment is neutral. Through active rotational management, I track macro data to capture market inefficiencies... Показать подробности Перевод
Gaetano Bonfiglio
𝐖𝐄𝐄𝐊𝐋𝐘 𝐑𝐄𝐂𝐀𝐏 Good morning everyone, I would like to extend a warm welcome to the new copiers who have joined our community during this specific market phase. I want to reassure you that short-term declines and fluctuations are a natural part of the financial markets and should not cause... Показать подробности Перевод
Gaetano Bonfiglio
𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐔𝐏𝐃𝐀𝐓𝐄 Hello fellow investors, Welcome to our weekly update. Over the past few days, global markets have experienced heightened volatility, driven by a rotation within the tech sector and fluctuations in commodities, which tests our active and rotational management strategy. 𝐓𝐨𝐩... Показать подробности Перевод

Сведения Gaetano Bonfiglio
Италия
Стратегия: Квант

📊Statistics and Quantum Maths Applied To The Markets
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