Maros Szentkereszti
Maros Szentkereszti @Marosoo

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6.74%2026
2026
39.08%2025
2025
18.71%2024
2024
25.63%2023
2023
-14.82%2022
2022
-2.22%2021
2021
39.1%0%-39.1%
Maros Szentkereszti
Markets open Monday with two forces colliding. First: Oil The Middle East escalation pushed Brent above $ 100 again so traders are pricing an energy risk premium again. Second: Central banks. This week the Fed, ECB, BoE and others meet almost back-to-back. Markets expected rate cuts later in 2026,... Mostrar mais Traduzir
Maros Szentkereszti
Iran headlines have turned oil into a daily rollercoaster. Since last Thursday, Brent moved from $ 85.41 to $ 100.52 intraday today, with an 11% drop on Tuesday right in the middle of it. That’s exactly why diversification matters. When markets get emotional, I want positions that can absorb shocks... Mostrar mais Traduzir
Maros Szentkereszti
ᴇᴜʀᴏᴘᴇ ᴍᴀʏ ʙᴇ Qᴜɪᴇᴛʟʏ ꜱʜɪꜰᴛɪɴɢ ɪᴛꜱ ᴇɴᴇʀɢʏ ꜱᴛʀᴀᴛᴇɢʏ The EU is now promoting Small Modular Reactors (SMRs) as part of its future energy mix. These smaller nuclear reactors (typically under 300 MW) are designed to be factory-built and deployed faster than traditional nuclear plants. 𝐖𝐡𝐲 𝐭𝐡𝐞 𝐫𝐞𝐧𝐞𝐰𝐞𝐝... Mostrar mais Traduzir
Maros Szentkereszti
𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐩𝐚𝐭𝐢𝐞𝐧𝐜𝐞 𝐩𝐫𝐨𝐯𝐞𝐝 𝐭𝐡𝐞𝐢𝐫 𝐯𝐚𝐥𝐮𝐞 𝐚𝐠𝐚𝐢𝐧 𝐭𝐨𝐝𝐚𝐲. Over the last few days we’ve seen extremely volatile markets, especially in $OIL . Prices moved sharply on geopolitical tensions and headlines coming from the Middle East followed by fast... Mostrar mais Traduzir
Maros Szentkereszti
OIL is showing extreme volatility today, spiking over 26% to above 114 per barrel amid escalating geopolitical tensions and now going around100 impacting all major indices negatively $SPX500 $EUSTX50 $GER40 $FRA40 Thankfully, our exposure to $OXY (Occidental Petroleum Corp) and $APD (Air Products... Mostrar mais Traduzir
Maros Szentkereszti
With $OIL futures as they are this will be a hell of a start of the week. Commodities are winning in 2026. But as every trend, neither this one will last forever. Traduzir
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92.41
-2.88 (-3.02%)
Maros Szentkereszti
𝐒𝐡𝐨𝐫𝐭 𝐮𝐩𝐝𝐚𝐭𝐞 𝐚𝐬 𝐨𝐟 𝐌𝐚𝐫𝐜𝐡 𝟑: Broad market decline across all sectors today. $SPX500 $DJ30 $NSDQ100 ​ Global stocks are down due to Middle East escalation driving up $OIL prices and inflation fears, prompting broad de-risking. No changes to my core holdings' fundamentals for... Mostrar mais Traduzir
Maros Szentkereszti
𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲 𝟐𝟎𝟐𝟔 - 𝐒𝐭𝐚𝐭𝐬 February: 5.73% YTD: 11.99% Avg. Risk Score (7D): 3 Dividend Yield: 1.98% Up 5.73% MTD amid ups and downs pushing YTD to almost 12%. Shifted to defensive stocks like $TSCO.L (Tesco) (Tesco), $V (Visa) (Visa), $ENEL.MI (Enel Power Company) (Enel Power Company)... Mostrar mais Traduzir

Sobre Maros Szentkereszti
Eslováquia
Estratégia: Valor

Long-term value investor Dividends 2%+ | Industry & energy | No leverage | Discipline
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