Pietari Laurila
Pietari Laurila @triangulacapital

Performance
Alle

31.65%2025
2025
22.70%2024
2024
31.77%2023
2023
1.57%2022
2022
37.42%2021
2021
0.34%2020
2020
37.4%0%-37.4%
Themen
Pietari Laurila
Vereinigte Arabische Emirate
6 d
Bearbeitet
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... Mehr anzeigen Übersetzen
Pietari Laurila
Vereinigte Arabische Emirate
13 d
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,... Mehr anzeigen Übersetzen
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
Vereinigte Arabische Emirate
20 d
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... Mehr anzeigen Übersetzen
Pietari Laurila
Vereinigte Arabische Emirate
27 d
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... Mehr anzeigen Übersetzen
Pietari Laurila
Vereinigte Arabische Emirate
1 Monat
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... Mehr anzeigen Übersetzen
Pietari Laurila
Vereinigte Arabische Emirate
1 Monat
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... Mehr anzeigen Übersetzen
Pietari Laurila
Vereinigte Arabische Emirate
2 M
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... Mehr anzeigen Übersetzen
Pietari Laurila
Vereinigte Arabische Emirate
2 M
Bearbeitet
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... Mehr anzeigen Übersetzen
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EURUSD
1.15653
0.00192 (0.17%)
Pietari Laurila
Vereinigte Arabische Emirate
2 M
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 1 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2025 Markets may be nearing a decisive turning point in the US dollar’s long cycle of dominance. The US currency tends to move in powerful, self-reinforcing waves that last far longer than equity or business cycles, averaging around 18 years. ninetyone.com/-/media/documents/insights/2025/91-the-unstoppable-dollar-meets-the-immovable-mr-trump-en.pdf ... Mehr anzeigen Übersetzen

Über Pietari Laurila
Vereinigte Arabische Emirate
Strategie: Wert

Triangulating Value + Macro + Technical Analysis. Cheap stocks with macro tailwinds.
Vollständige Bio anzeigen Übersetzen
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