Gabriel Debach

🚨 Milestone Alert: Italy’s FTSE MIB just crossed 50,000 points for the first time in 26 years. It sits only 59 points away from its March 2000 all-time high. But underneath the surface, everything has changed. 🧵👇 1/ The Telecom Ghost. In March 2000, Telecom Italia and TIM made up ~30% of the index (€190B market cap). Today, the entire telecom sector accounts for a mere 1.40%. Speculative hype has left the building. 📞❌ 2/ The Banking Fortress. The rally is fundamentally cash-driven. Banking now represents 37.48% of the FTSE MIB (approx. €257B), more than double its weight during the Dot-com bubble (17.75%). 🏦📈 3/ New Industrial Titans. Many of today’s main drivers weren't even listed in 2000. Giants like Ferrari (listed 2015) and Prysmian (listed 2007) or Stm are the new backbone of the index. 🏎️🔌 4/ The Inflation Reality Check. Nominal vs Real. If we adjust the year 2000 peak for 26 years of cumulative inflation (ISTAT multiplier 1.632), that historical top would equal roughly 81,800 points today. ⚖️📉 26 years ago, Milan was driven by irrational TMT expectations. Today, it’s a market anchored to real economy: robust banking margins, defense, utilities, and high-tech infrastructure like STM. A healthier, sturdier record. 🧠🇮🇹 Full deep-dive report 🔗cutt.ly/BtVU7wFA $FTSEMIB $EWI #Investing #PiazzaAffari #Italy #Stocks #Macro #History

Eurovision STOCK Contest 2026 🎤💰 🏆Israel - Despite the low odds of winning on stage, there was no competition in the stock market. For a European investor, Israel almost doubled its capital (+97.4%) thanks to an iron-strong shekel and a resilient tech sector. And ultimately, "Michelle" by Noam Bettan seems to tell a similar story: “Between one tear and another, there will be someone who will listen”. Amidst geopolitical tensions, volatility, and constant pressure, the Israeli market has continued to attract global capital, confirming a resilience that few other countries have managed to show over the last year. 🎭Romania - A breathtaking rally. Bucharest records the best absolute performance in local currency (+72.3%), but political uncertainty looms over the future. The Romanian song "Choke Me" warns: "Born to be controlled". An image that involuntarily describes the fragility of this rally, suspended between international capital and government turbulence. 🔥Finland - The market that burns. The OMXH25 list rose by 32.3% and the competing track is titled “Liekinheitin” (Flamethrower). The chorus goes: "You set me on fire, but you are never really mine". A perfect description for those who bet on Helsinki this year riding the boom in artificial intelligence and energy: they played with fire, but found themselves on the right side of the bet. 💔Denmark - Broken hearts (and wallets). Third favorite by bookmakers for the musical victory, but second to last in Europe with a meager +0.26% in the stock market. The Danish song sings: "Kiss me, take my heart and break it again". Exactly how investors felt this year facing Novo Nordisk's declines, discovering how fragile a market too dependent on a single national champion can be. 💃Austria - The triumphant entry. The host country also flies in the stock market, with the ATX index gaining 34.2%. The Austrian song provokes: "Without a dancing permit you cannot enter". But those who believed in this market, driven by the recovery of banks and industry, certainly didn't need to ask anyone's permission to achieve excellent returns 🇮🇹 Italy - Does not disappoint, +22.3% placing us in the upper tier. And perhaps “Per sempre sì” also captures the moment experienced by Piazza Affari well. “We have overcome all difficulties,” sings Sal Da Vinci. A phrase that perfectly suits a market recovering from years of crisis, political instability, and underperformance, but which today returns to revisit levels unseen in over twenty-five years thanks to the return of banks, defense, energy, and technology 🇩🇪 Germany - A market trying to catch fire. The DAX closes practically flat (+0.5%), suspended between the recovery of tech/energy and the structural frailties of the automotive and chemical sectors. The German song by Sarah Engels insists: "I'm on fire, stop denying it". A refrain that perfectly suits a market trying to convince itself that the worst is behind it, still searching for a new industrial direction. 🇫🇷 France - When the luxury stops shining. A modest +2.2% for the CAC 40, squeezed between domestic political uncertainty and the heavy weakness of its famous luxury giants. The French Eurovision entry sings: "Look! ... When everything lights up". But for the French stock exchange in the last year, not everything continued to shine as before, experiencing an abrupt return to reality after a long season of enthusiasm for premium consumption. And you? Which "song" did you bet on for your portfolio? 👇 🔗 Discover the full ranking: cutt.ly/ytVqtRJ8 #Eurovision2026 #StockMarket #Investing #Finance #MarketTrends #EuropeanMarkets #Equities #Trading #Economy #GlobalMarkets

Full report on eToro: 🔗 cutt.ly/LtCZJTI7 $SPY $QQQ $SOXX #Trading #Macro #CPI #Semicondutors

5/ CPI D-Day. Today’s CPI data is the ultimate test. Headline expected at +3.7%. If it beats, the "Fed Hikes" narrative returns with a vengeance.

🚨 The $SPX Paradox. S&P 500 hits its 16th record of 2026. But only 43% of its stocks were green yesterday. The "market" has become a single industry: Semiconductors. 🧵👇

The Great Market Divide is widening! 📉📈 Wall Street is soaring with the S&P 500 and Nasdaq hitting new all-time highs, fueled by a historic Q1 2026 tech earnings season (semiconductors are up 110.2% YoY!). But underneath the surface, the rally is fragile: only 51.2% of S&P 500 stocks are currently above their 50-day moving average. Meanwhile, geopolitical tensions are boiling over: 🛢️ WTI oil hits $95+ as Iran rejects US proposals and the Strait of Hormuz remains closed. 🇺🇸🇨🇳 Trump meets Xi Jinping in Beijing for a crucial summit. 🏦 Kevin Warsh takes over the Fed from Jerome Powell amidst rising inflation fears. Will the unstoppable tech momentum pull the rest of the market up, or will global risks finally drag it down? cutt.ly/TtCYJM9V #Markets #WallStreet #TechStocks #Geopolitics #Macro #SP500 #FederalReserve #Investing

@massy978 Non ho una risposta ancora supportata dai numeri. Ma penso entrambe

@GabrielDebach Ma secondo te è più un effetto “vacanze italiane” (meno liquidità) o dipende dai settori pesanti sul MIB (banche ed energia) che soffrono di più d’estate?

"Sell in May and Go Away" hits different when you look at Italian markets 🇮🇹. 28 years of FTSE MIB rolling 6-month returns: Worst window → May–Oct: –2.99% avg Best window → Nov–Apr: +6.77% avg Nearly 10 percentage points apart. Consistently. Full breakdown → cutt.ly/ktXC7wRG #SellInMay #FTSEMIB #Investing #eToro

Our Founder and CEO, @yoniassia, sits down with @scottmelker & @YahooFinance at Consensus to discuss why 2026 is the year of the AI agent and how eToro is bringing this technology to our users. 👉 finance.yahoo.com/video/ai-agent… 👉 finance.yahoo.com/video/capital-…

🤖 @eToro founder and CEO @yoniassia breaks down on they are bringing intelligence to investors. On CoinDesk Live at @consensus2026, presented by @moonpay.

Real fun and interesting conversation with @RaoulGMI My main insight from this is that as AI Agent become independent financial actors, they will increase economic productivity therefore create significant growth in GDP. Does GDP per Capita include Agent Capita ?

Every major Italian market crash happened in summer. 2001: –25.6% (May–Oct) 2002: –27.5% 2008: –37.1% 2011: –28.5% 2018: –20.6% But 2025? +14.8% in that same window. Seasonality is a risk map. Not a rule. #FTSEMIB #Investing #MarketHistory #eToro

"It's just dividends." The most common excuse for Italy's summer weakness. So I checked Total Return data (dividends included). Median May–Oct TR: 3.8% Median Nov–Apr TR: 14.2% The gap gets *wider*, not smaller. Not an accounting artifact. Something structural. #FTSEMIB #SellInMay #eToro #Dividends

The Italian FTSE MIB is charging toward its historic 50,109-point record from March 2000! 🚀🇮🇹 A silent metamorphosis is reshaping the index in 2026. Here is the data: 🏦 Banks are shrinking: Down from 40.78% to 37.48% of the index weight. 💻 Tech is booming: Weight nearly doubled from 2.27% to 4.30%. $STM alone drove 20% of the entire April rally! ⚡ Energy is surging: Jumped from 8.3% to 10.7% (Eni is now the 4th largest stock). 🏎️ Autos are stalling: Market cap crashed from €68B to €48B, dropping from 12.3% to just 7% of the index. 💸 Dividend Yield: Dropped from 4.46% to 4.23%, showing price growth is taking over. It's no longer just a market for dividends. Dive into the full structural breakdown on the eToro blog 👇 🔗 cutt.ly/ttXYXDTP #eToro #FTSEMIB #Investing #StockMarket #Data

L'analisi di Gabriel Debach, market analyst di eToro, che partendo dagli ultimi sviluppi in termini di intelligenza artificiale, si sofferma sulle performance di aziende e indici coreani