Davide Marcotti
Davide Marcotti @Dafne17

Resultat
Alla

5.16%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
Förenade Arabemiraten
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 🔴 The ECB hiked rates by 25bp on June 11 to 2.25%, reversing its easing cycle as Middle East tensions push energy-driven... Visa mer Översätt
Davide Marcotti
Davide Marcotti
Förenade Arabemiraten
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 🟢 U.S. and Iran signalled a peace deal could be signed on the sidelines... Visa mer Översätt
Davide Marcotti
Davide Marcotti
Förenade Arabemiraten
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Broad green day with geopolitics taking a back seat. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🟢 $SPX500 +0.50% Risk-on mode as Trump called off strikes on Iran and signaled... Visa mer Översätt
Davide Marcotti
Davide Marcotti
Förenade Arabemiraten
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🟢 Trump signalled a US-Iran peace deal could be reached this weekend after delaying planned attacks, with Tehran reportedly likely to accept the agreement. 🟢 WTI $OIL... Visa mer Översätt
Davide Marcotti
Davide Marcotti
Förenade Arabemiraten
🔔🔔🔔 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: 🟢 $NSDQ100 +2.54% President Trump announced the US would cancel evening strikes on Iran, saying... Visa mer Översätt
Davide Marcotti
Davide Marcotti
Förenade Arabemiraten
Markets being markets, liquidity drain from the upcoming IPOs, first one being Space X we will not buy as I believe they are a bit too overpriced and we will get exposure through them via the ETFs. Anyway, I am writing a pretty long article on the AI value chain, explaining all the different moving... Visa mer Översätt
Davide Marcotti
Davide Marcotti
Förenade Arabemiraten
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🔴🔴 US inflation jumped to 4.1% in May — the highest in three years — driven by the Iran war pushing gasoline prices sharply higher and threatening to spiral into core... Visa mer Översätt
Davide Marcotti
Davide Marcotti
Förenade Arabemiraten
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Red day, but the long-term story hasn't changed. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🔴 $NSDQ100 -1.98% AI and semiconductor stocks sold off on concerns over... Visa mer Översätt
Davide Marcotti
Davide Marcotti
Förenade Arabemiraten
Good morning legends ☀️ Weed out the noise. Here's your selection of the real key market movers of the last 24 hours 🌍 Macro 🔴 US military launched fresh self-defense strikes against Iran overnight, with oil futures continuing to creep higher despite front-month weakness as markets price Hormuz... Visa mer Översätt
Davide Marcotti
Davide Marcotti
Förenade Arabemiraten
🔔🔔🔔 Market Bell, see you tomorrow! 🔔🔔🔔 The Market Bell complements the morning market movers and focus specifically on our portfolio. Choppy session, with tech under pressure and geopolitics adding noise late in the day. 𝗪𝗵𝗮𝘁 𝗺𝗼𝘃𝗲𝗱 𝘁𝗼𝗱𝗮𝘆: 🔴 $NSDQ100 -0.97% Tech stocks led the... Visa mer Översätt

Om Davide Marcotti
Förenade Arabemiraten
Strategi: Makro

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