Michael Jensen
Michael Jensen @GenesisGains

Ydeevne
Alle

8.93%2026
2026
37.12%2025
2025
-5.21%2024
2024
0.14%2023
2023
37.1%0%-37.1%
Michael Jensen
Hello everyone, The market is slightly red today, with the $NSDQ100 around 29,100 and the $SPX500 near 7,385, but beneath the surface the more interesting story may finally be starting to emerge: the first visible cracks in the AI rally. The warning signs actually appeared overnight in South Korea,... Vis Oversæt
Michael Jensen
Hello everyone, From “deal imminent” to missiles flying again in less than 36 hours. Wall Street really does move fast these days. Markets were once again fed headlines about a potential Iran deal, oil immediately dropped, equities rallied, and then reality returned shortly after as tensions in the... Vis Oversæt
Michael Jensen
Hello everyone, New all-time highs again. The $NSDQ100 at 28,390 and the $SPX500 at 7,315 — both pushed higher mainly on the back of Advanced Micro Devices earnings, which once again dragged the entire semiconductor space along for the ride. And honestly, if you only look at the index levels, everything... Vis Oversæt
Michael Jensen
Copier update! “Markets Float Higher — I’m Packing a Parachute” Hello everyone, “Sell in May and go away” — one of those classic market sayings that sounds clever until you actually check the data. Over the past decade, it’s worked… about once. Not exactly a reliable playbook. That said, I’ll admit... Vis Oversæt
Michael Jensen
Copier Update Volatility Was Promised — Profits Were Prepared Hello everyone, With today marking the end of the month, it’s a good time for a quick status update. If we manage to hold most of today’s gains, we’re looking at just under 11% profit for the month and around 6.5% year-to-date. For context,... Vis Oversæt
Michael Jensen
Hello everyone, Yesterday’s FOMC was anything but uneventful. In fact, it may turn out to be a key turning point. The message was clear: the Fed is not moving toward cuts — if anything, the bias is shifting the other way. Inflation risks are picking up again, driven by energy and tariffs, and several... Vis Oversæt
Michael Jensen
Copier Update Hello everyone, Just a quick update to keep you in the loop after a few busy days in the market. First of all, I want to acknowledge you all—your patience and positive mindset since I reduced exposure have been exceptional. That kind of discipline is rare, and it genuinely makes a difference... Vis Oversæt
Michael Jensen
Hello everyone Two things are going on right now — and the market is happily ignoring both. First, geopolitics. Comments from Marco Rubio made one thing pretty clear: the U.S. is not going to accept a scenario where Iran effectively controls the Strait of Hormuz. If Iran decides who passes and who... Vis Oversæt
Michael Jensen
Hello everyone, Markets are still acting calm… but under the hood, things are starting to stretch. On one side, Donald Trump made it very clear: stopping Iran from getting nuclear weapons comes before everything—yes, even stocks and oil. That matters because it tells you markets are not the constraint... Vis Oversæt
Michael Jensen
Hello everyone What’s unfolding between the U.S. and Iran feels like a thriller — except this one hits the real economy. The key issue isn’t headlines or tweets, it’s simple: the Strait of Hormuz remains effectively shut from both sides. No oil, no LNG, no fertilizers, no helium — in other words, a... Vis Oversæt

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