Maros Szentkereszti
Maros Szentkereszti @Marosoo

Prestaties
Alles

8.84%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%
Discussies
Maros Szentkereszti
Slowakije
7d
Markets just flipped on Iran news. US hit Iran (targeted strikes, Strait of Hormuz crisis) and oil spiked, stocks dropped globally. Now we have a temporary 2-week ceasefire together with strait reopening. This means oil crashed around 15-20 percent and equities will bounce back. Market takeaway: • Energy... Meer weergeven Vertalen
Maros Szentkereszti
Slowakije
12d
Portfolio Update March 2026 Strong start to the year overall, despite a rough March. • January: +6.00% • February: +5.73% • March: −6.43% ⚠️ • April (MTD): +1.09% 📈 YTD: +6.02% March was a tough month because of everything that is happening in the ME but the portfolio held up well in context. Already... Meer weergeven Vertalen
Maros Szentkereszti
Slowakije
16d
Next week doesn’t look great for the markets. 1. US ground forces are reportedly preparing. 2. Iran is pushing back on negotiations. 3. Houthi forces have attacked tankers and claim they may attempt to block Bab el-Mandeb in support of Iran. Risk is clearly rising. Energy and shipping routes are back... Meer weergeven Vertalen
Maros Szentkereszti
Slowakije
18d
Markets haven’t bottomed yet, in my view. There’s still room to fall. The Middle East risk is far from priced out, and reports on March 27 say the U.S. is weighing or preparing additional troop deployments to the region while Trump keeps extending deadlines and talking up diplomacy. Markets may like... Meer weergeven Vertalen
Maros Szentkereszti
Slowakije
20d
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... Meer weergeven Vertalen
Bullish signal?
100.00%
Bearish signal?
100.00%
8 Stemmen
Maros Szentkereszti
Slowakije
22d
Another morning another surprise. Let’s see what the day brings for the markets $SPX500 $GER40 $EUSTX50 Vertalen
Maros Szentkereszti
Slowakije
22d
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. Vertalen
Maros Szentkereszti
Slowakije
26d
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... Meer weergeven Vertalen
Maros Szentkereszti
Slowakije
26d
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 Vertalen

Over Maros Szentkereszti
Slowakije
Strategie: Waarde

Long-term value investor Dividends 2%+ | Industry & energy | No leverage | Discipline
Volledige biografie weergeven Vertalen
4 Kopieerders
269 Volgers

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