Pietari Laurila - Popular Investor eToro | الإستراتيجية والأداء

Pietari Laurila @triangulacapital

الأداء
0% العائد
الكل

2025

2024

2023

2022

2021

2020

37.4%0%-37.4%

العائد منذ بداية العام حتى اليوم 37.85%

العائد خلال (عامين) 122.89%

متوسط مستوى المخاطرة (آخر 7 أيام)

الأسابيع المربحة 58.18%

المناقشات

Pietari Laurila

الإمارات العربية المتحدة

5يوم

مُعدّل

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 10 ɴᴏᴠᴇᴍʙᴇʀ 2025 Retail investors have been outperforming professionals lately, an inversion of the usual order that rarely ends well. www.ft.com/content/094ebfb0-bbd8-42c4-9e93-0116d1f896de When amateur traders consistently beat the market, it tends to signal speculative excess. In... عرض المزيد ترجم

Pietari Laurila

الإمارات العربية المتحدة

12يوم

مُعدّل

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 3 ɴᴏᴠᴇᴍʙᴇʀ 2025 “We believe it’s time to call the third bubble of our century: the A.I. bubble,” wrote the New York Times last month. “Large swaths of investors pour ever more into an asset with little regard for how much it could earn and when.” www.nytimes.com/2025/10/14/opinion/ai-bubble-stock-market-tech-stocks.html Talk... عرض المزيد ترجم

Pietari Laurila

الإمارات العربية المتحدة

19يوم

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 27 ᴏᴄᴛᴏʙᴇʀ 2025 The short-term outlook for the market remains positive. The S&P 500 keeps hitting new highs, trading within a strong trend channel established in early 2023. Although the market is entering the seasonally strongest period of the year, investor sentiment remains cautious,... عرض المزيد ترجم

A Second Opinion on the 60/40 Default

www.gmo.com

By avoiding expensive assets and capitalizing on undervalued opportunities, a valuation-aware, dynamic asset allocation strategy can help investors navigate market cycles with more resilience.

Pietari Laurila

الإمارات العربية المتحدة

26يوم

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 20 ᴏᴄᴛᴏʙᴇʀ 2025 Bank shares slipped last week after concerns arose about credit losses at two US lenders. Zions Bancorp revealed borrower misrepresentations leading to a $50mn writedown, while Western Alliance disclosed a fraud lawsuit involving a commercial real estate client. Both... عرض المزيد ترجم

Pietari Laurila

الإمارات العربية المتحدة

شهر

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 13 ᴏᴄᴛᴏʙᴇʀ 2025 After a year of market volatility, the global economy now looks more likely to accelerate than to stall. The United States appears to be entering another upswing. Fiscal stimulus is ramping up through new tax cuts and rebates, the Federal Reserve has resumed its rate-cutting... عرض المزيد ترجم

Pietari Laurila

الإمارات العربية المتحدة

شهر

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 6 ᴏᴄᴛᴏʙᴇʀ 2025 Today’s dramatic resignation of Prime Minister of France Sébastien Lecornu — just hours after forming his cabinet — has rattled markets: the CAC 40 index dropped 2%, French 10-year yields rose, and the euro weakened vs. the dollar. At face value, this reinforces the narrative... عرض المزيد ترجم

Pietari Laurila

الإمارات العربية المتحدة

2شهر

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 29 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2025 For much of the past two decades, U.S. markets have stood apart—delivering stronger growth, higher profits and premium valuations compared with peers. This “exceptionalism” has been underpinned by deep capital markets, reserve currency status, abundant energy, a flexible... عرض المزيد ترجم

Pietari Laurila

الإمارات العربية المتحدة

2شهر

مُعدّل

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 22 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2025 Markets are undergoing shifts that challenge long-held certainties, from the dollar’s dominance to China’s growth outlook. Louis-Vincent Gave of Gavekal Research highlights five areas where he sees clear investment potential, judged on fundamentals, valuation, momentum,... عرض المزيد ترجم

Convictions And Concerns

evergreengavekal.com

“Those are my principles; and if you don’t like them, well, I have others” —Groucho Marx The summer holidays did not come soon enough. Most clients we met before everyone took off admitted to being more tired than Lindsay Lohan’s probation officer. To be sure, it has been a busy year: tariffs, fights between White House and Federal Reserve, war in Iran, war in Ukraine, India-Pakistan war, Deep Seek and other AI advances, Japanese, Korean and German elections, China’s fiscal stimulus and its attempts to curb rampant over-supply. Any one of these topics would be worthy of a book. Sti...

Pietari Laurila

الإمارات العربية المتحدة

2شهر

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 15 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2025 US technology stocks are extending their extraordinary run, outperforming every other sector over the past six months. The question for investors is whether this marks the early stages of a multi-year melt-up powered by artificial intelligence, or the final stretch of... عرض المزيد ترجم

Pietari Laurila

الإمارات العربية المتحدة

2شهر

مُعدّل

ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 8 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2025 The US dollar’s resilience this summer has tempted some to call time on the dollar bear market. However, the balance of macro forces—from policy to flows—still leans clearly toward further USD weakness into year-end and beyond. 1. Monetary policy is tilting against the... عرض المزيد ترجم