Tamas Moro

Head of Strategy at Concorde Ltd, the leading independent investment bank in Hungary. Tweets are my own opinion.

[Tamas Moro @Tomimoro1]

The Hungarian forint #HUF reached an inflation-adjusted all-time high today. The median net wage reached EUR 1300/mo, surpassing Greece and Portugal (while still way below the EU avg). It's never been cheaper to purchase anything abroad for Hungarians.

[Tamas Moro @Tomimoro1]

@BobEUnlimited Micron is the biggest component of the value ETF

[Tamas Moro @Tomimoro1]

$GOOGL, $AVGO, $META...The AI flywheel got stuck.

[Tamas Moro @Tomimoro1]

@FT Is this still a thing? Dubai chocolate gets heavily discounted these days in supermarkets

[Tamas Moro @Tomimoro1]

Viktor Orban created a system that heavily tilted towards him. It also sealed his fate #hungary

[Tamas Moro @Tomimoro1]

@svpino Is there a realistic chance of switching over to Chinese models (at least on the consumer side)?

[Tamas Moro @Tomimoro1]

Asian countries will be busy making deals with Iran

[Tamas Moro @Tomimoro1]

Argentina's President Milei just landed in Budapest coming to CPAC Hungary #hungary

[Tamas Moro @Tomimoro1]

This should be negative for AI capex

https://t.co/uAo3bEfNzk

[Tamas Moro @Tomimoro1]

Your uninvited friend shits in the pool and then asks the others to clean it up

[Tamas Moro @Tomimoro1]

@tashecon Most of the Brent-Urals margin goes to the central budget in the form of excessive profit taxes on MOL. USD 600 million annualized at current prices.

[Tamas Moro @Tomimoro1]

The state of the EU car market: VW selling a Polo for a net price of EUR 12.4k, including dealer margins. A Tiguan costs double of this, EUR 26k. Truly insane #cars #Hungary

[Tamas Moro @Tomimoro1]

@JavierBlas Well, there's so many ways to eat protein. In most countries beef prices don't make any difference.

[Tamas Moro @Tomimoro1]

@Mij_Europe

[Tamas Moro @Tomimoro1]

@JavierBlas China wants to cut oil use to as little as possible, using domestic energy sources instead.

[Tamas Moro @Tomimoro1]

@jturek18 US growth probably more reflected in the R2K, up 6.5% YTD

[Tamas Moro @Tomimoro1]

The Carpathian range is not only beautiful, sometimes it protects you as well

[Tamas Moro @Tomimoro1]

@MenthorQpro Meaning Chinese models will be more competitive. Interesting race ahead.

[Tamas Moro @Tomimoro1]

@MikeZaccardi As it is always the case.

[Tamas Moro @Tomimoro1]

Can Greenland be traded whole only?