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25.19%2026
2026
9.29%2025
2025
25.2%0%-25.2%
Ludwig Marx
Γερμανία
Let us talk about how the portfolio runs. Because it is going very well, in view of the overall market. Investing in an erratic second term of Donald J. Trump is not easy. But that's why we invest together. Because you trust my expertise as a political scientist, which goes beyond the financial... Εμφάνιση περισσότερων Μετάφραση
Ludwig Marx
Γερμανία
February 2026 - what a month. Let us start with the numbers: our portfolio grew by +2.62% in February. The S&P 500? Down 0.87%. That is not luck. That is strategy and patience. I am proud of everyone who stayed the course. And then there is what has everyone's attention today: the escalating conflict... Εμφάνιση περισσότερων Μετάφραση
Ludwig Marx
Γερμανία
A major shift in US trade policy. The Supreme Court struck down a large part of former President Donald Trump’s tariff framework, ruling that the underlying law did not authorize such broad import duties. This is more than a legal technicality. It redraws the boundary between executive power and congressional... Εμφάνιση περισσότερων Μετάφραση
Ludwig Marx
Γερμανία
$V (Visa) doubles down on Argentina. Visa is acquiring Prisma and Newpay from Advent International, connecting its global network with a local platform processing more than 6 billion transactions annually. Financial terms were not disclosed. Closing expected Q1 2026. Advent will retain Payway, but... Εμφάνιση περισσότερων Μετάφραση
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V
Visa
299.48
0.46 (0.15%)
Ludwig Marx
Γερμανία
Trade policy is back on the table. Reports suggest the US administration is considering replacing the United States–Mexico–Canada Agreement with separate bilateral agreements with Canada and Mexico. USMCA replaced North American Free Trade Agreement in 2020 and governs tariffs, market access, labor... Εμφάνιση περισσότερων Μετάφραση
Ludwig Marx
Γερμανία
The AI race is no longer just about models. It is about cables, capital and sovereignty. $GOOG (Alphabet) unveiled the America India Connect subsea cable, strengthening digital links between the US and India and expanding its global fiber network. Data routes are becoming strategic assets. At the same... Εμφάνιση περισσότερων Μετάφραση
Ludwig Marx
Γερμανία
Another massive brick in the AI wall. $NVDA (NVIDIA Corporation) secured a multiyear deal to supply $META (Meta Platforms Inc) with millions of AI chips, including Blackwell and the upcoming Rubin generation. Analysts estimate the contract could be worth up to 50B. The deal also includes Grace and... Εμφάνιση περισσότερων Μετάφραση
Ludwig Marx
Γερμανία
100B bet on AI infrastructure. Adani Group plans to build renewable powered, AI ready data centres by 2035 and expand across the full AI stack. Adani Enterprises rose 2.4% in the Nifty 50. AI is infrastructure. Infrastructure is power. $INDA (iShares MSCI India ETF) Μετάφραση
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INDA
iShares MSCI India ETF
47.68
-0.80 (-1.65%)
Ludwig Marx
Γερμανία
Dear Copiers, It's Wednesday. For me, half of the working week is over. How are things going for you? And so that it's not just the working week that's coming to an end, but also going to work in general for those of us who invest in stocks, I have some second piece of good news in addition... Εμφάνιση περισσότερων Μετάφραση
Ludwig Marx
Γερμανία
The past trading week has once again demonstrated what investors should expect from the stock market in 2026: high volatility. While our portfolio was still showing a high return of over 2% since January 31 after February 3, yesterday's close saw it down to just 0.64%. In February, we outperformed... Εμφάνιση περισσότερων Μετάφραση
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6613.00
5.57 (0.08%)

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