Pietari Laurila
Pietari Laurila @triangulacapital

Результаты
Все

-8.43%2026
2026
46.07%2025
2025
22.70%2024
2024
31.77%2023
2023
1.57%2022
2022
37.42%2021
2021
0.34%2020
2020
46.1%0%-46.1%
Обсуждение
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
16 ч
Отредактировано
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 12 ᴏᴄᴛᴏʙᴇʀ 2026 For much of this year, one theme has dominated markets: AI. According to JPMorgan, a basket of just 42 AI-related stocks has generated roughly two-thirds of the S&P 500’s returns since the start of 2024, 58% of its earnings growth and more than 80% of its growth in... Показать подробности Перевод
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
8 д
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 5 ᴏᴄᴛᴏʙᴇʀ 2026 Two macro themes have dominated markets this year: AI and the Iran war. My portfolio has had little exposure to the upside from either theme, while feeling their negative side effects. The AI boom has become increasingly concentrated in a relatively small group of technology... Показать подробности Перевод
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
15 д
Отредактировано
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 28 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2026 The cap-weighted S&P 500 is only 1% below its August 13 record close. That resilience comes almost entirely from AI stocks. Over the last month, $RSP (Invesco S&P 500 Equal Weight ETF ) has fallen 5%. Only 27% of S&P 500 stocks trade above their 50-day moving... Показать подробности Перевод
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
22 д
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 21 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2026 The US 10-year Treasury yield could increase from its present level of around 5% towards 6% next year because of the AI investment boom. But what could happen after that? A new report by Allianz argues that although AI could push interest rates higher at first, it could... Показать подробности Перевод
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
29 д
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 14 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2026 The US 10-year Treasury yield has reached 5%. Is that high, or could yields go higher still? We can break a government bond yield into three building blocks: inflation + real interest rate + term premium First, bond investors need to be compensated for inflation. The... Показать подробности Перевод
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
1 мес.
Отредактировано
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 7 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2026 ChatGPT was launched in 2022. It could answer simple questions, an improvement over Google, which could only find information. The first reasoning AI, o1-preview, followed in 2024. AIs could now answer not only everyday questions, but also more complicated technical questions... Показать подробности Перевод
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
1 мес.
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 31 ᴀᴜɢᴜꜱᴛ 2026 AI is rapidly changing how investing is done. Investing involves finding information, analysing what it means, making a judgement and ultimately acting on it. Until now, AI has mostly helped with the first two. The investment decision itself has generally remained with... Показать подробности Перевод
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
2мес.
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 24 ᴀᴜɢᴜꜱᴛ 2026 Can the US keep long-term interest rates down? That question has come into sharper focus as long-term US government bond yields have risen. The 30-year Treasury yield recently moved above 5%, its highest level in two decades. This matters far beyond the bond market. For... Показать подробности Перевод
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
2мес.
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 17 ᴀᴜɢᴜꜱᴛ 2026 Last week’s update asked whether AI could provide useful financial advice. The results were surprisingly encouraging. When asked asset allocation questions — how an investor might balance equities, bonds and other assets — the answers were quite close to professional human... Показать подробности Перевод
H1 2026 interview with Pietari Laurila
www.youtube.com
In this interview, eToro Pro Investor Pietari Laurila reflects on the first half of 2026, discusses the key developments that have shaped markets and his investment strategy, and shares his outlook for the months ahead.
Pietari Laurila
Pietari Laurila
Объединенные Арабские Эмираты
2мес.
Отредактировано
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 10 ᴀᴜɢᴜꜱᴛ 2026 Can AI give good financial advice? This is no longer a theoretical question. A recent Gallup survey found that around one in five Americans who sought financial guidance over the past year had used AI, with adoption considerably higher among younger people. apnews.com/article/artificial-intelligence-financial-planning-money-7b77e31b127d83dd22c11161ffaddff2 A... Показать подробности Перевод

Сведения Pietari Laurila
Объединенные Арабские Эмираты
Стратегия: Стоимость

Triangulating Value + Macro + Technical Analysis. Cheap stocks with macro tailwinds.
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