الأداء
الكل

4.40%2026
2026
39.08%2025
2025
18.71%2024
2024
25.63%2023
2023
-14.82%2022
2022
-2.21%2021
2021
39.1%0%-39.1%
Maros Szentkereszti
OpenAI is shifting towards enterprise. Shutting down Sora and losing a potential $ 1B Disney deal isn’t necessarily bearish. It looks more like a pivot: from high-cost consumer AI towards scalable, monetizable products. For $MSFT (Microsoft) this likely strengthens the direction towards enterprise... عرض المزيد ترجم
Bullish signal?
100.00%
Bearish signal?
100.00%
Maros Szentkereszti
Another morning another surprise. Let’s see what the day brings for the markets $SPX500 $GER40 $EUSTX50 ترجم
Maros Szentkereszti
This is a crazy time we are experiencing. Those swings on news are extreme. That is why I like investing. I am going to sit that out. Tomorrow can be again different. ترجم
Maros Szentkereszti
European gas just spiked to €70/MWh. Main driver are geopolitics: – Iran hitting LNG terminal (Qatar risk) – Shipping risk via Strait of Hormuz – Europe still heavily dependent on LNG Market is pricing fear of prolonged disruption. If this holds, energy will hold but industry overall gets squeezed... عرض المزيد ترجم
Maros Szentkereszti
Europe is experiencing a red morning It is pulling back broadly today. It looks like a mix of central bank caution, rising bond yields and some profit taking after recent highs. Feels like a macro reset than anything structural. $ESP35 $GER40 $FRA40 ترجم
Maros Szentkereszti
$CDE (Coeur Mining Inc) went down because of sector pullback as gold/silver momentum faded a bit after a strong run. Nothing really company-specific. $SMTC (Semtech Corp.) is different. Earnings came in mixed while revenue was solid, but losses and weaker margins triggered a classic selling reaction.... عرض المزيد ترجم
Maros Szentkereszti
ᴄᴇɴᴛʀᴀʟ-ʙᴀɴᴋ ꜱᴜᴘᴇʀ-ᴡᴇᴇᴋ ɪꜱ ʜᴇʀᴇ Today Fed and BoC which will likely hold, but the real driver is forward guidance. We have to listen carefully. Tomorrow gets even more intense with ECB, BoE, BoJ and SNB all deciding within hours. With oil rising again and inflation risks, any shift in tone could move... عرض المزيد ترجم
Maros Szentkereszti
Markets open Monday with two forces colliding. First: Oil The Middle East escalation pushed Brent above $ 100 again so traders are pricing an energy risk premium again. Second: Central banks. This week the Fed, ECB, BoE and others meet almost back-to-back. Markets expected rate cuts later in 2026,... عرض المزيد ترجم

نبذة Maros Szentkereszti
سلوفاكيا
استراتيجية: القيمة

Long-term value investor Dividends 2%+ | Industry & energy | No leverage | Discipline
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