Pietari Laurila
Pietari Laurila @triangulacapital

Результаты
Все

37.85%2025
2025
22.70%2024
2024
31.77%2023
2023
1.57%2022
2022
37.42%2021
2021
0.34%2020
2020
37.9%0%-37.9%
Обсуждение
Pietari Laurila
Объединенные Арабские Эмираты
4 д
Отредактировано
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 10 ɴᴏᴠᴇᴍʙᴇʀ 2025 Retail investors have been outperforming professionals lately, an inversion of the usual order that rarely ends well. www.ft.com/content/094ebfb0-bbd8-42c4-9e93-0116d1f896de When amateur traders consistently beat the market, it tends to signal speculative excess. In... Показать подробности Перевод
Pietari Laurila
Объединенные Арабские Эмираты
11 д
Отредактировано
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 3 ɴᴏᴠᴇᴍʙᴇʀ 2025 “We believe it’s time to call the third bubble of our century: the A.I. bubble,” wrote the New York Times last month. “Large swaths of investors pour ever more into an asset with little regard for how much it could earn and when.” www.nytimes.com/2025/10/14/opinion/ai-bubble-stock-market-tech-stocks.html Talk... Показать подробности Перевод
Pietari Laurila
Объединенные Арабские Эмираты
18 д
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 27 ᴏᴄᴛᴏʙᴇʀ 2025 The short-term outlook for the market remains positive. The S&P 500 keeps hitting new highs, trading within a strong trend channel established in early 2023. Although the market is entering the seasonally strongest period of the year, investor sentiment remains cautious,... Показать подробности Перевод
A Second Opinion on the 60/40 Default
www.gmo.com
By avoiding expensive assets and capitalizing on undervalued opportunities, a valuation-aware, dynamic asset allocation strategy can help investors navigate market cycles with more resilience.
Pietari Laurila
Объединенные Арабские Эмираты
25 д
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 20 ᴏᴄᴛᴏʙᴇʀ 2025 Bank shares slipped last week after concerns arose about credit losses at two US lenders. Zions Bancorp revealed borrower misrepresentations leading to a $50mn writedown, while Western Alliance disclosed a fraud lawsuit involving a commercial real estate client. Both... Показать подробности Перевод
Pietari Laurila
Объединенные Арабские Эмираты
1 мес.
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 13 ᴏᴄᴛᴏʙᴇʀ 2025 After a year of market volatility, the global economy now looks more likely to accelerate than to stall. The United States appears to be entering another upswing. Fiscal stimulus is ramping up through new tax cuts and rebates, the Federal Reserve has resumed its rate-cutting... Показать подробности Перевод
Pietari Laurila
Объединенные Арабские Эмираты
1 мес.
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 6 ᴏᴄᴛᴏʙᴇʀ 2025 Today’s dramatic resignation of Prime Minister of France Sébastien Lecornu — just hours after forming his cabinet — has rattled markets: the CAC 40 index dropped 2%, French 10-year yields rose, and the euro weakened vs. the dollar. At face value, this reinforces the narrative... Показать подробности Перевод
Pietari Laurila
Объединенные Арабские Эмираты
2 м
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 29 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2025 For much of the past two decades, U.S. markets have stood apart—delivering stronger growth, higher profits and premium valuations compared with peers. This “exceptionalism” has been underpinned by deep capital markets, reserve currency status, abundant energy, a flexible... Показать подробности Перевод
Pietari Laurila
Объединенные Арабские Эмираты
2 м
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 15 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2025 US technology stocks are extending their extraordinary run, outperforming every other sector over the past six months. The question for investors is whether this marks the early stages of a multi-year melt-up powered by artificial intelligence, or the final stretch of... Показать подробности Перевод
Pietari Laurila
Объединенные Арабские Эмираты
2 м
Отредактировано
ᴡᴇᴇᴋʟʏ ᴜᴘᴅᴀᴛᴇ 8 ꜱᴇᴘᴛᴇᴍʙᴇʀ 2025 The US dollar’s resilience this summer has tempted some to call time on the dollar bear market. However, the balance of macro forces—from policy to flows—still leans clearly toward further USD weakness into year-end and beyond. 1. Monetary policy is tilting against the... Показать подробности Перевод
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EURUSD
1.16228
-0.00144 (-0.12%)

Сведения Pietari Laurila
Объединенные Арабские Эмираты
Стратегия: Стоимость

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