• Megjelenítés

PORTFOLIO FORUM

Topikok szűrése
Új téma hozzáadása
Minden topik
Gazdaság
Befektetés
Állampapír
Deviza
Vállalatok
Autók
Energia
Ingatlan
Adózás
Nyugdíj
Közélet
Budapest
Európai Unió
Hitelek

MrSomm

Regisztráció: 2018-01-23 08:43:21

Hozzászólások száma: 4 385

Utolsó hozzászólás: 2026-10-03 10:12


Tapasztalat: 2
Aktivitás: 5
Népszerűség: 5

Kedvenc topikok db Utolsó hozzászólás

Financial Forecasts
144 429
péntek, 10:55

utolsó 20 hozzászólás

Financial Forecasts szombat, 10:12
#144477
$1.7 billion
 
The total value of special awards S&P 500 companies doled out to top executives last year, up 50% from a year earlier, according to a Wall Street Journal analysis of pay data from research firm Equilar. Nearly half the companies have made at least one such award over the past two years, and a quarter have made multiple.
Financial Forecasts szombat, 08:07
#144471
There is also genuine improvement in physical supply: September LNG shipments through Hormuz reached their highest level since the US-Iran war began. But geopolitical tail risk remains—the three tankers struck in Hormuz this week show that transit is not normalized. 
Financial Forecasts szombat, 07:54
#144469
Beijing has instructed Chinese refiners to suspend October exports of gasoline, diesel and jet fuel outside Hong Kong and Macau, prioritizing domestic inventories amid tight global fuel supply. PetroChina and other refiners have reportedly cancelled or deferred cargoes. 
Financial Forecasts péntek, 15:51
#144440
Jol latom, hogy megleptek a PCE kosar modositast?
Financial Forecasts 2026. 09. 29. 07:46
#144323
Ha jol emlekszem van 1 vagy 2 nap elszamolas. Illetve a lejarat elotti par nap mar nem tudod eladni. De eleg draga mulatsag a kotveny kereskedes, erdemes jol megnezni a koltsegeket. 
Financial Forecasts 2026. 09. 29. 07:44
#144321
Akarhogy gondolokodom, csak arra jutok, hogy jelen pillanatban a Kozel-keleti esemenyeket erdemes figyelni. Ha marad a magasabb okajar, akkor maradnak a magas kotvenyhozamok, tozsdek megindulnak lassan le, arany lejebb.
Amint kitor a beke, nyilik a szoros, szakad az olaj, tultermeles lesz. Ha a bezart/felig nyitott szorosnal es elzart East-West pipeline eseten sem tud 120$ fele menni az olaj, akkor nem tudom minek kellene tortennie. Es a tankerdayrate es elerhetoseg, szabad utvonalak sem idealis. 
Gondolom a tozsde most azt arazza, hogy barmikor lehet beke es realitiv gyorsan helyreall a relativ rend a vilagban. Ami lehet bem is badarsag… az aranyban is lehet lattunk egy tobb eves csucsot.
Minden esetre az eladosodottsag nem csokken, ameddig a kormanyok nem fogjak vissza az eszetlen koltekezesuket. En egyelore kivarok, gondolkodom, hogy a reszvenyeim nagy reszetol megvalok, meg mindig jelentos a kitettsegem, hiaba adtam el a portfolio kb 25%-at kitevo arany, ezust es rezbanyasz cegek nagy reszet.
Financial Forecasts 2026. 09. 23. 07:12
#144142
Reuters reported on September 22 that a “senior Iranian official” told its correspondent Parisa Hafezi that Iran could reopen Hormuz within seven days if the U.S. eased military pressure and lifted its blockade on Iranian ports. The official also said Iran’s delegation at the UN General Assembly had authority to pursue renewed diplomacy.  A separate report attributed a similar account to an unnamed senior Iranian government official speaking to Japan’s Kyodo News.
Financial Forecasts 2026. 09. 23. 07:09
#144141
  • Iranian state media confirms that Foreign Minister Abbas Araghchi and US special envoy Steve Witkoff have met in New York, with President Trump telling reporters that another meeting is scheduled in the “very near future”.

Financial Forecasts 2026. 09. 19. 12:32
#144021
Fresh supply-demand data published September 18 show that the ex-China gallium and germanium shortages are considerably more persistent than a normal commodity squeeze. Western prices are now at record levels and roughly 9–10× their 2023 levels, while China still supplied 98.9% of primary gallium and 68.6% of germanium in 2025. AI infrastructure, fiber optics and defense applications are adding demand rather than allowing the market to rebalance.  The most important new datapoint is the projected deficit. S&P Global estimates ex-China gallium capacity of only 20 tonnes by end-2026 against a roughly 678-tonne supply gap. Even assuming eight announced Western projects reach production, ex-China gallium capacity reaches only ~386 tonnes by 2030, leaving Western consumers dependent on China for about 65% of requirements. For germanium, five prospective ex-China refineries would cover only about 48% of projected 2030 demand. 
Financial Forecasts 2026. 09. 19. 12:29
#144020
Credit. A more tangible stress point appeared in AI infrastructure financing. Roughly $18bn of loans connected with Oracle’s Project Jupiter data center are reportedly trading around 89–91 cents on the dollar, with banks struggling to distribute the exposure. This is not systemic credit stress, but it validates the concern that huge AI capex requirements plus higher benchmark yields are beginning to test financing capacity. 
Financial Forecasts 2026. 09. 18. 12:51
#143985
  • Development: USA Rare Earth entered a strategic partnership with Pasqal and Riven Systems to develop next-generation rare-earth separation chemistry using autonomous laboratory experiments and quantum machine learning, with work tailored to feedstocks including Round Top material, third-party mixed rare-earth carbonate and recycled magnet-manufacturing swarf. 
  • Why it matters: Successful new extractants could reduce separation-stage count, equipment requirements, reagent consumption and therefore capital and operating costs across USAR’s integrated rare-earth flowsheets, but this is an R&D-stage collaboration with no demonstrated commercial performance or deployment timetable yet. 
Financial Forecasts 2026. 09. 17. 21:19
#143966
Ugy tunik, hogy a tegnapi eladasom nagyon rossz idozites volt.
Viszont akarhogyan nezem, amikor a FED elkezdett emelni vagy csokkenteni, akkor az esetek tobbsegeben nem volt gyors visszafordulas. Kicsit olyan ez a rali, mintha orulnenk, hogy nem varhato rosszabb es csak 2 emelest varnak. Holnap triple witching es BOJ dontes. Nem lepne meg, ha elfogyna a jokedva hetvege elott.
Financial Forecasts 2026. 09. 17. 07:14
#143927
Meglatjuk, nagyon ugy tunt, hogy hiaba eros az arany es ezust, a banyaszok nem kovettek le. Mehet az arany 5000$ fele, ha a banyaszokat 3800$-os arannyal arazzak. Viszont amikor korrigal az arany, akkor hajlamosak jobban kovetni lefele. Legalabb is igy tunt az elmult honapokban.
Szerintem nagyon megnott az eselye, hogy meglatogatjuk a 4000$ alatti szinteket. Es abban bizom, hogy jo veteli lehetosegek lesznek
Financial Forecasts 2026. 09. 16. 21:44
#143910
En eladtam az arany es ezust banyaszaim nagy reszet
Financial Forecasts 2026. 09. 16. 08:10
#143848
Ma reggel megvettem az elso adag Jen-t.
Ugyis tervezunk oda utazni, maximum ott elkoltjuk.
Egyebkent nem lepne meg, ha a FED emel, akkor BOJ nagyobbat fog emelni penteken.
Financial Forecasts 2026. 09. 14. 21:17
#143786
Nem lepne meg, ha nem lenne eleg szamitasi kapacitas es azert kezdenek lassitani a fejlesztest. Mennyivel jobban hangzik, hogy azert lassitunk, mert torodunk a zemberekkel, minthogy pusztan nincs szamitasi kapacitas...
Financial Forecasts 2026. 09. 14. 21:16
#143785
Meg ugy tunik nem dolt el.
Financial Forecasts 2026. 09. 14. 10:38
#143749
BREAKING: Senate Republicans have released their "last, best, and final" draft of the Crypto Clarity Act, including an ethics proposal backed by President Trump.
The bill is now headed for a critical Senate vote on Tuesday.
The vote will require 60 votes to advance the legislation.
Financial Forecasts 2026. 09. 14. 07:30
#143739
Financial Forecasts 2026. 09. 14. 07:02
#143737
Ugy tunik, hogy a hetvegen nem erdemes a Perpetual olaj arat nezegetni. A WTI most is 98.7$

legfrissebb topikok Összes topik

friss hírek További hírek

Partnereink Bankmonitor Avis Opten Budai Egészségközpont MHC Mobility