Zoran Blazevic
Zoran Blazevic @Zbblazevic

Performance
All

1.27%2026
2026
42.49%2025
2025
21.18%2024
2024
25.40%2023
2023
-22.01%2022
2022
11.71%2021
2021
80.59%2020
2020
80.6%0%-80.6%
Discussions
Zoran Blazevic
Czech Republic
7d
Edited
Growth Is the Base Case in 2026 — So Why Does Outlook Feel Less Certain? Most large analysts now agree on one thing: interest rates are likely to move lower into 2026. Markets have largely accepted this as a base assumption. Historically this has led to growth in the markets. WFC tells us that since... Show More
Zoran Blazevic
Czech Republic
15d
Edited
Q4 2025 BANK EARNINGS – what I’m watching In around 10 days the big US banks start reporting. I checked Yahoo Finance EPS trends for $JPM (JPMorgan Chase & Co), $BAC (Bank of America Corp), $C (Citigroup), $WFC (Wells Fargo & Co) and the direction over the last 90 days is mostly up. Nothing crazy, but... Show More
Zoran Blazevic
Czech Republic
17d
Edited
Baidu Spin Off - what is Spin off? I guess all of you have heard today about $BIDU (Baidu, Inc.-ADR) is planning to spin off its AI chip maker. Which also helped to drive Daily results of this portfolio to +1.6 (as of now) - great start to the new year. Just to summarize all in case you missed... Show More
Zoran Blazevic
Czech Republic
17d
Edited
2025 Wrap up After two years with gains over 20%, we have come to extraordinary year of 2025, which resulted in gain of 42.49%. If we look further back, 2022, was a year of loss, of 22% - why i mention loss, after amazing gain? Because there was no major change in portfolio. Since 2020!! Buy and... Show More
Zoran Blazevic
Czech Republic
28d
What will 2026 be about? In past years, i would write around this time estimate on what would be expected from banking sector in terms of revenue, profit... In which areas i would expect possible growth. However, next 2026, feel, seems and IS different. Why? Because to me main question for finance... Show More
Independent FED
100.00%
AI implmnt success stories
100.00%
Political alignment
100.00%
Few surprises
100.00%
71 Votes
Zoran Blazevic
Czech Republic
1m
Cut!! And financial sector prices grew! It might sound confusing that rate cut, benefits banking sector. As one might expect that lower interest, would create lower margin / revenue for banks. That doesn’t need to be the case every time. What matters more: - loan volumes - lower rates, benefit... Show More
Zoran Blazevic
Czech Republic
2m
Edited
Where do we go? Best answer, Most honest answer Don’t know. Dont think anyone knows. Economic data, employment we haven’t seen - hard for anyone to judge strength of economy without it, And makes it difficult for FED to act as well. Similar for average government, without data is hard to make... Show More
Zoran Blazevic
Czech Republic
2m
Drop ❌ I remain calm, stocks move up and down. It is unclear how FED, job markets are / will be… it is not clear how AI will impact - lot of uncertainty causes volatility! $NET (Cloudflare) reported outage, across many websites using their service. What I am considering is to close $IBZL.L (iShares... Show More
Zoran Blazevic
Czech Republic
2m
Volatility continues Ands that’s ok. Today we have seen results from $SIE.DE (Siemens Aktiengesellschaft) , which has taken a drop of 9%. Very interesting, company announced spin off of $shs.de meaning do parts of what you held Siemens stock, you will recieve healthineers part. If you had 3 Siemens... Show More

About Zoran Blazevic
Czech Republic
Strategy: Multi-Strategy

Macro & business focused | VP| Global markets, fundamentals & long-term growth.
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2K Followers

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