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@Elmo_Rinaldi "🌍 Macro sweep: US Vietnam trade pact lifts retail ☝ $NKE $HAS $GPS Europe: DAX flirting w/ 24k; cyclicals bid $DB $BMW $SIE Asia: Hang Seng drags EV/tech gloom $NIO $TCEHY $BABA"
@Elmo_Rinaldi on X 2025-07-03 09:34:46 UTC XXX followers, 1213 engagements

"Soft open on Wall St: sticky XXX % inflation on both sides of the Atlantic keeps risk appetite subdued even as trading desks at $GS and $MS put up strong numbers (with $BAC lagging). Leaning into quality growth letting $NVDA strength work while keeping core crypto exposure intact around $BTC XXX K. Adjusting Q3 playbook not chasing every uptick. #Macro #Earnings"
@Elmo_Rinaldi on X 2025-07-18 16:07:49 UTC XXX followers, XXX engagements

"Macro snapshot. June CPI ticks up to XXX % S&P slips while earnings roll in $JPM & $C beat $NVDA gets a fresh PT boost on China AI-chip chatter. Meanwhile $BTC is up almost X YoY underscoring cryptos maturation amid tightening liquidity. Our desks are recalibrating Q3 plays balancing rate-sensitive defensives with selective AI & crypto beta. Full positioning map and live earnings read outs inside #WeitzInvestsCommunity. Tap in stay ahead. 📊💼"
@Elmo_Rinaldi on X 2025-07-15 16:51:08 UTC XXX followers, XXX engagements

"First time in over a year: ETH spot volume BTC. Last week ETH spot trading hit $25.7B vs. BTCs $24.4B pushing the ETH/BTC spot volume ratio above X for the first time since June 2024. Investors are rotating to ETH and Altcoins. 🟢 👉 Time to pay attention to BTC.D to help decide where your investments are made"
@Elmo_Rinaldi on X 2025-07-23 19:40:47 UTC XXX followers, XX engagements

"Desk rotation in play trimming cyclicals after CPI tick-up (US XXX % UK XXX %) leaning into cash-flow tech while its on sale. $NVDA props the S&P yet Dows -300pt fade tells the risk mood. Strong trading beats from $GS $MS vs mixed $BAC keep us selective short-duration IG + AI beta barbell for Q3. #Macro #Earnings"
@Elmo_Rinaldi on X 2025-07-16 12:26:36 UTC XXX followers, XXX engagements