Fabio Cavone
Fabio Cavone @mercanteCaronte

表现
5.53% 回报
2026

十二月
十一月
十月
九月
2.95% 八月 2026
八月
-1.48% 七月 2026
七月
0.80% 六月 2026
六月
3.36% 五月 2026
五月
-0.13% 四月 2026
四月
三月
二月
一月
3.4%0%-3.4%
Fabio Cavone
He who controls reusable rockets, controls access to space. It is no longer science fiction; it is the new geopolitical and economic reality. Today, reusability has slashed launch costs by more than 50%, transforming space from a "luxury good" for superpowers into an ultra-competitive commercial... 显示更多 翻译
Fabio Cavone
The Geopolitics of Cybersecurity Certification Obtaining or being denied a security certification is no longer just a technical checkbox—it is a geopolitical decision. Governments are increasingly using compliance requirements and "security badges" as high-tech trade barriers and soft-power... 显示更多 翻译
Fabio Cavone
The Neuromorphic Chip War While the market focuses on the shortage of traditional GPUs, tech giants are already drawing the borders of the next geopolitical and industrial clash: neuromorphic chips, hardware that mimics the human brain by integrating memory and processing into artificial "neurons"... 显示更多 翻译
Fabio Cavone
Markets in the Red: Today It’s Psychology, Not Structure The passing of Alan Greenspan, at the age of 100, does not alter economic fundamentals. Yet on days like this, the timing of the news blends with an already fragile market mood. The headline isn’t the driver of the sell‑off — it acts as a psychological... 显示更多 翻译
Fabio Cavone
Finding yourself holding an asset that suddenly decides to climb nearly 50%… quite remarkable. $DFTX (Definium Therapeutics Inc) 翻译
不构成投资建议。作者可能在所提及的金融工具中拥有经济利益。
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DFTX
Definium Therapeutics Inc
40.91
-4.24 (-9.39%)
Fabio Cavone
The War of Military Weather Forecasting and Climate Satellite Data When we think about geopolitics and defense, mind immediately goes to microchips, drones, or rare earths. Yet, there is an even more strategic resource reshaping the global balance of power: military weather data and predictive climate... 显示更多 翻译
Fabio Cavone
The market had almost toasted to an imminent signing, but geopolitics (and diplomacy) love plot twists. Now we find ourselves in a complete information void—the slipperiest situation for the markets. Sensitive assets—oil, gold, defense—are back to moving on rumors, not facts. Volatility remains compressed... 显示更多 翻译
Fabio Cavone
The Freshwater War: The Markets' New Invisible Front The most undervalued resource of the 21st century is not oil or gas. It is freshwater. Only 2.5% of the water on the planet is fresh, and of this tiny percentage, nearly 70% is locked in glaciers or deep underground. Governments and conglomerates... 显示更多 翻译
Fabio Cavone
Vaccine Geopolitics & Biological Platforms: The New Face of Biotech We are not just talking about healthcare; we are talking about actual strategic sovereignty. These are biological platforms: the invisible infrastructure that decides who cures, who depends, and who commands. The vaccine race is... 显示更多 翻译
Fabio Cavone
Markets take a breather today — but there’s no panic After yesterday’s euphoria around the US‑Iran agreement, equities are slowing down for three clear and rational reasons: The agreement isn’t signed yet The official signing is expected on Friday, June 19th in Switzerland. Until there is full operational... 显示更多 翻译

关于 Fabio Cavone
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È un portafoglio strutturato: crescita + protezione + flusso replicabile, moderno.
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