الأداء
الكل

13.71%2025
2025
37.01%2024
2024
26.57%2023
2023
37.0%0%-37.0%
Gildas Omont
Markets: AI and Shutdown Weigh on Wall Street Wall Street is struggling to secure a fourth consecutive week of gains. The $SPX500 and $NSDQ100 are down 1.8% and 2.8% respectively, with tech stocks—especially AI—facing profit-taking after two years of strong performance. The Nasdaq remains just 4% below... عرض المزيد ترجم
Gildas Omont
U.S. Supreme Court Questions Legality of Trump’s Tariffs The U.S. Supreme Court on Wednesday raised serious doubts about the legality of tariffs imposed by Donald Trump, which were justified under a 1977 law intended for national emergencies. The justices questioned whether Trump overstepped his authority... عرض المزيد ترجم
Gildas Omont
AI Bubble Wobble: Is the Market About to Burst? Investors are growing skeptical about the sustainability of the artificial intelligence boom. After months of record highs, the $NSDQ100 dropped by 2.1% yesterday, echoing repeated warnings about overinflated valuations. Even figures like Michael Burry—famous... عرض المزيد ترجم
Gildas Omont
مُعدّل
Markets and Monetary Policy: Between Caution and Opportunities Last week underscored the pivotal role of central banks in driving market dynamics. The Federal Reserve cut its interest rate by 25 basis points and ended the reduction of its balance sheet as of December, while tempering expectations for... عرض المزيد ترجم
Gildas Omont
$SFM (Sprouts Farmers Market Inc.) : Growth Slowing, Caution Rising Strong Results, but Signs of Fatigue: Sprouts Farmers Market posted Q3 EPS of $1.22 (+34% year-over-year), beating expectations, with revenue reaching $2.20 billion (+13%). However, comparable sales growth is decelerating (+5.9%), and... عرض المزيد ترجم
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$GOOGL (Alphabet Inc Class A) : Quarterly Results Exceed Expectations Alphabet, Google’s parent company, once again impressed Wall Street with $102.35 billion in revenue for the third quarter, surpassing analyst forecasts ($99.89 billion). This strong performance was driven by sustained growth in... عرض المزيد ترجم
Gildas Omont
Fed Cuts Rates and Ends Quantitative Tightening The Fed lowered its key interest rate by a quarter point on Wednesday, bringing it to a range of 3.75% to 4.00%. This second consecutive cut aims to support a labor market showing signs of slowing, with unemployment at 4.3% in August—the highest level... عرض المزيد ترجم
Gildas Omont
$NVDA (NVIDIA Corporation) : A Historic Contract and Record Order Book Nvidia has just signed a major contract with the U.S. Department of Energy to build seven supercomputers, the most powerful of which will feature 100,000 Blackwell chips—its latest AI processors. This partnership is part of the... عرض المزيد ترجم
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Markets in Turmoil: Inflation, Rates, and Geopolitics Take Center Stage Last week, investors regained confidence thanks to U.S. inflation coming in lower than expected (3.0% year-over-year), reigniting hopes for a Fed rate cut as early as next week. Wall Street surged, with the $SPX500 hitting a new... عرض المزيد ترجم
Gildas Omont
Private Credit vs S&P 500: Who’s Cracking Under Pressure? For 18 months, the S&P 500 (green) and private credit giant, BXSL (orange), ARCC (blue), and OBDC (red), moved in sync. Until summer 2025. Since September, the gap has widened: the S&P 500, fueled by AI, anticipated rate cuts, and... عرض المزيد ترجم

نبذة Gildas Omont
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استراتيجية: النمو

👨‍🏫 Financial Investment Advisor ⏳ Long-term Investor 📈 Swing Trader 🧘🏻‍♂️ Low Risk
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