Hey, this is Chris from Germany/Saxony.
You're facing a retail investor with a concentrated portfolio of maximum 15 different stocks with a total return focus.
@davey_juice Margins will be under stress the whole year 2026 and maybe also the first half of 2027. A position in $MELI could be dead money for this time frame.
But for long term oriented investors, this is a great time to accumulate the position.
One can expect higher margins in 2-3 years.
@Tiefseher Wie sourcen in Asien bei mir in der Firma (auch Südostasien) und die Reedereien fahren seit mehr als 12 Monaten bereits über Südafrika (Kap der guten Hoffnung). Die Krieg ändert rein gar nichts an den Transitzeiten v. Containerschiffen.
@Barchart like in simple every month
stop telling people that rubbish currencies devaluate compared to USD
turkish lira, indian rupee and argentinian peso lose devaluate every month - this is no HEADLINE!!!!
Q1 2026 feels pretty dismotivating so far. Good results of portfolio companies are not getting rewarded in my eyes due to geopolitical circumstances.
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Q1 2026 feels pretty dismotivating so far. Good results of portfolio companies are not getting rewarded in my eyes due to geopolitical circumstances.
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I ended up in 2025 with + 23,7 % which is way better than my benchmark. The MSCI World made only 7,9 % on euro basis. Unfortunately my portfolio was pretty flat in the second half of the year.
The year was exposed to strong currency fluctuations.
Weak yen and strong euro.
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⚠️GOOGLE SAYS A QUANTUM ATTACK ON BITCOIN TAKES JUST 9 MINS WITH A 41% SUCCESS RATE
Google's quantum team now says cracking Bitcoin may require less than 500K qubits, far below the “millions” once assumed.
Research suggests an attack could take 9mins, faster than a typical 10-min block confirmation, giving a 41% success rate.
Google now flags 2029 as a key deadline to upgrade Bitcoin’s cryptography before quantum becomes a real threat.