Kevin Pando
Kevin Pando @Kevin_Pando

Результаты
Все

9.58%2026
2026
72.82%2025
2025
23.57%2024
2024
72.8%0%-72.8%
Обсуждение
Kevin Pando
Kevin Pando
Италия
3 д
Отредактировано
US jobs report, a warning for the Fed? The July employment report delivered a major downside surprise: - Nonfarm payrolls: -23K vs. +80K expected - Unemployment rate: 4.1% vs. 4.2% in June - May & June payrolls revised down by a combined 103K - Labour-force participation fell to 61.4% - Wage growth... Показать подробности Перевод
Kevin Pando
Kevin Pando
Италия
4 д
Markets are once again debating the "Sell America" narrative after renewed pressure on US Treasuries and the US dollar. The latest catalyst appears to be the Federal Reserve's communication strategy under Chair Kevin Warsh. According to the Financial Times, Warsh intends to maintain a... Показать подробности Перевод
Kevin Pando
Kevin Pando
Италия
6 д
Bessent says there may be deal Tuesday or Wednesday to open Strait of Hormuz with ‘freedom of movement Qatar confirmed that a draft proposal for a short-term U.S.-Iran agreement is now being circulated among the parties, while U.S. Treasury Secretary Scott Bessent said a deal to reopen the Strait of... Показать подробности Перевод
Oil below $75
100.00%
Stocks rally
100.00%
Limited market impact
100.00%
Talks break down again
100.00%
135 Голоса
Kevin Pando
Kevin Pando поделился(-ась) публикацией через Peter Guenther
Великобритания
6 д
Thank you, @PGuenther for including me in this analysis and congratulations to @celesh and @SimoneRizzetto88 as well. It's an honor to see my portfolio ranked among the top Popular Investors based on the risk/return profile over the past six months. For me, this is another reminder that consistent... Показать подробности Перевод
Peter Guenther
Peter Guenther
Великобритания
7 д
Community: A higher return with less risk is preferred. The chart update shows the risk/return profiles of the top-50 most copied Popular Investors (PIs). Portfolios at or close to the diagonal offer a fair deal. Portfolios above the diagonal are 'beating the odds' as they generate a higher return... Показать подробности Перевод
Kevin Pando
Kevin Pando
Италия
7 д
Отредактировано
Ferrari Shows Once Again That Luxury Is About Pricing Power, Not Volume Ferrari delivered another impressive quarter, reinforcing why it remains one of the highest-quality businesses in the market. While shipments declined, the numbers that really matter kept moving higher: - Revenue rose to €1.94... Показать подробности Перевод
Kevin Pando
Kevin Pando
Италия
10 д
Apple and Amazon Show That Beating Estimates Isn't Always Enough Apple and Amazon both delivered quarterly results that exceeded Wall Street's expectations, but the market's reaction highlighted an important lesson: investors are increasingly focused on what comes next rather than what has... Показать подробности Перевод
Kevin Pando
Kevin Pando
Италия
12 д
Microsoft and Meta Show Two Very Different AI Stories Big Tech earnings are once again highlighting the market's biggest debate: AI investment is no longer enough on its own, investors want proof of returns. Microsoft delivered another strong quarter: - Revenue reached $90 billion, well above expectations. -... Показать подробности Перевод
Kevin Pando
Kevin Pando
Италия
12 д
Boston Scientific beats Q2, but lowers expectations for the rest of the year. Boston Scientific delivered a solid second quarter, reporting $5.44B in revenue (+7.5% YoY), ahead of the $5.36B consensus, while adjusted EPS came in at $0.86, beating expectations of $0.83. The positive quarter was driven... Показать подробности Перевод
Kevin Pando
Kevin Pando
Италия
13 д
Apple has just reached another historic milestone. The company briefly surpassed a $5 trillion market capitalization, becoming only the second publicly traded company in history to reach that level, after Nvidia. What's particularly interesting is why investors are rewarding Apple. While much... Показать подробности Перевод
Kevin Pando
Kevin Pando
Италия
13 д
The AI trade is facing one of its biggest reality checks of the year. The Nasdaq 100 has moved close to correction territory as semiconductor stocks continue to sell off. The shift in sentiment isn't just about valuations anymore, investors are increasingly questioning whether the hundreds of billions... Показать подробности Перевод

Сведения Kevin Pando
Италия
Стратегия: Мультистратегия

Bocconi University | Georgetown University Senior Manager | Deloitte Milan | Rimini
Показать полную биографию Перевод
1.7K Копировщики
26.3K Подписчики

Похожие трейдеры

Недавно торговалось

TSM
TSM
Закрыто•21/07/26, 17:03
▴1.00%
P/L
MU
MU
Закрыто•21/07/26, 17:03
▴8.46%
P/L
GOOG
GOOG
Открыто•22/06/26, 20:09
▴1.78%
P/L
META
META
Закрыто•18/06/26, 19:52
▴>-0.01%
P/L
RACE
RACE
Закрыто•18/06/26, 16:50
▴0.04%
P/L