Antonio Menditto
Antonio Menditto @TonyMusante

Resultat
Alla

29.03%2026
2026
30.90%2025
2025
24.94%2024
2024
33.41%2023
2023
-16.21%2022
2022
24.44%2021
2021
10.18%2020
2020
33.4%0%-33.4%
Diskussioner
Antonio Menditto
Antonio Menditto
Italien
4 d
🎒 What should investors carry into the final part of 2026? Markets emerged from the summer looking surprisingly resilient, but beneath the surface the environment has become more demanding. 🛢️ Oil is back as an inflation risk. Renewed geopolitical tensions pushed crude prices sharply higher. More... Visa mer Översätt
Antonio Menditto
Antonio Menditto
Italien
12 d
Markets are running hot — but this is exactly when discipline matters most Global equities remain close to record levels, supported once again by technology and AI. But beneath the surface, the investment landscape is becoming increasingly complex. 1️⃣ AI remains the main growth engine Nvidia delivered... Visa mer Översätt
Antonio Menditto
Antonio Menditto
Italien
17 d
Markets are entering a phase where growth is no longer enough — the cost of funding that growth is becoming just as important. The latest market signals point to an increasingly complex environment. Long-term US yields remain elevated, energy prices are adding renewed inflationary pressure, and the... Visa mer Översätt
Antonio Menditto
Antonio Menditto
Italien
1 m
Earnings Are Strong, but the Market Is Becoming More Selective The latest earnings season is sending an important message: corporate profitability remains remarkably resilient despite geopolitical and macroeconomic uncertainty. 1. Earnings growth is broadening beyond tech. In Italy, aggregate FTSE... Visa mer Översätt
Antonio Menditto
Antonio Menditto
Italien
1 m
Markets are entering a new phase: fundamentals are back in the spotlight. Over the past few weeks, investors have received a clear message: markets are becoming increasingly driven by fundamentals rather than expectations alone. The Federal Reserve kept interest rates unchanged, reinforcing its data-dependent... Visa mer Översätt
Antonio Menditto
Antonio Menditto
Italien
2 mån
Markets are being driven by geopolitics once again. Yesterday’s trading session highlighted how quickly macro events can outweigh company fundamentals. The main catalyst was the renewed tension between the United States and Iran, which pushed investors back toward energy markets and inflation expectations.... Visa mer Översätt
Antonio Menditto
Antonio Menditto
Italien
2 mån
Is the market becoming less forgiving? The latest earnings season suggests we’re entering a new phase of the market—one where execution matters more than expectations. Several companies delivered solid financial results, yet investors reacted very differently depending on the quality of those earnings. Microsoft... Visa mer Översätt
Antonio Menditto
Antonio Menditto
Italien
2 mån
The latest earnings season delivered an important reminder: markets are becoming much more selective. Strong revenue growth alone is no longer enough. Investors increasingly want to see expanding margins, disciplined capital allocation and clear returns on AI investments. Microsoft is a perfect example.... Visa mer Översätt
Antonio Menditto
Antonio Menditto
Italien
2 mån
**From AI Hype to Earnings Reality** Last week offered a useful reminder that markets don't move in straight lines. The **Nasdaq fell 4.6%**, the **S&P 500 lost 1.9%**, while several AI leaders—including **NVIDIA (-8.6%)**, **Alphabet (-8.3%)** and **Apple (-4.8%)**—experienced sharp pullbacks... Visa mer Översätt
Antonio Menditto
Antonio Menditto
Italien
3 mån
The market environment remains constructive, but selectivity is becoming increasingly important. Recent earnings confirmed that not all sectors are moving in the same direction. Companies benefiting from AI investments continue to attract capital, while businesses facing margin pressure or slower growth... Visa mer Översätt

Om Antonio Menditto
Italien
Strategi: Värde

Magic formula...the Joel Greenblatt analysis mixed with evergreen stocks.
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Liknande handlare

Nyligen handlad

SNDK
SNDK
Öppnad•08/09/26, 22:57
▴-6.63%
V/F
RACE
RACE
Öppnad•02/09/26, 17:57
▴0.02%
V/F
IT
IT
Öppnad•02/09/26, 17:53
▴-5.03%
V/F
CI
CI
Öppnad•02/09/26, 17:28
▴-0.95%
V/F
CI
CI
Stängd•02/09/26, 12:19
▴-2.58%
V/F