Andrea Panizzon

Consulente finanziario per COPERNICO SIM.
Autore del podcast settimanale 15 minuti di finanza.
Scrivo su zugzwang macro.
Amo la macroeconomia.

[Andrea Panizzon @Panizzon]

2026

Mundial's bright glow— every ticker rises high, before, after—none.

[Andrea Panizzon @Panizzon]

@gsmferrari Albemarle

[Andrea Panizzon @Panizzon]

@RESMcycles Thanks for this. Solid.

[Andrea Panizzon @Panizzon]

@gsmferrari Bullish

[Andrea Panizzon @Panizzon]

@BigPipN $PG and Marsh? Thanks for this!

[Andrea Panizzon @Panizzon]

@NewLowObserver Much apparent volatility, little net movement

[Andrea Panizzon @Panizzon]

@NewLowObserver Thanks

[New Low Observer @NewLowObserver]

US Industrial Production, no growth eras:

1919-1939
2007-2025

Both with global pandemics. 😉

Korea, Taiwan, and Japan are performing in line with expectations, possibly better than expected. 😃

[New Low Observer @NewLowObserver]

2026: "40 years of falling rates inflated everything."

1940-1980: "40 years of rising rates inflated everything."

If rising and falling rates has the same outcome then something else is at play.

[Andrea Panizzon @Panizzon]

@jupiters_string @WaterworldCapi1 Chagee.

[Andrea Panizzon @Panizzon]

@gsmferrari The day after is the start of the Mundial...

[Andrea Panizzon @Panizzon]

@Stockspy1 Novavax

[Andrea Panizzon @Panizzon]

China, be careful.

[New Low Observer @NewLowObserver]

How to say "Buy Japan" without saying "Buy Japan." 😆

[Andrea Panizzon @Panizzon]

@RESMcycles yes, waiting for it since I read your stuff weeks ago. I need to meditate this. Hope it drops soon.

[Andrea Panizzon @Panizzon]

@gsmferrari Thanks.

[Citrini @citrini]

It’s already happening.

[New Low Observer @NewLowObserver]

December 12, 1900: #DowsTheory

"...recommended the sale of stocks on the money situation an the probability of a 6% (six percent) rate."

[Andrea Panizzon @Panizzon]

@domenicola85491 Na bestia

[Andrea Panizzon @Panizzon]

@gsmferrari defense is ok.