My Work and Thoughts
Posts
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Skin in the Game
“Skin in the Game” A live look at my personal investment portfolio. Every investment decision leaves a trace — a date, a price, a return. Since March 2022, I’ve been recording every one of mine. Not to prove a point, but because I believe that transparency is rare in investing, and that tracking your own performance honestly is the first step to getting better at it. I’m Theodoros — a finance professional with a background in corporate finance, strategy, banking and M&A. Investing has always been both a professional interest…
Asia · Athens GD · CAC40 · DataAnalytics · DAX · Dow Jones · Europe · Excel · Finance · FTSE100 · HANG SENG · Holdings · Index Analysis · Investing · MSCI World · NASDAQ · NIKKEI · NumPy · Pandas · PersonalFinance · Plotly · Portfolio · Portfolio Analysis · PortfolioManagement · PowerBI · PowerBI Service · Python · S&P 500 · Stock Market · stoxx600 · USA · World -
Navigating Disruption: The Red Sea Crisis and the Suez Canal
Since late 2023, escalating tensions in the Red Sea due to attacks by Houthi rebels have significantly affected global shipping. The Suez Canal, a vital shortcut between Asia and Europe, saw traffic drop dramatically as ships rerouted around the longer Cape of Good Hope route. This disruption increased shipping costs, extended delivery times, and impacted global supply chains. Key Impacts: Current Situation (Late 2025):A partial ceasefire and increased security measures have gradually restored confidence. Major carriers are returning to the Suez Canal, and traffic levels are improving, though shipping companies…
Asia · Europe · Global Trade · Houthi · International Trade · Logistics · Maritime Trade · Plotly · Python · Red Sea · Suez Canal · Supply Chain -
NVIDIA’s Rise: Performance, Profits, and What’s Next
Over the past five to seven years, NVIDIA has undergone one of the most remarkable transformations in modern market history. Once primarily recognized as a powerhouse in gaming GPUs, the company has evolved into the undisputed leader in artificial intelligence hardware. This shift began several years ago but truly accelerated after the 2022 boom in generative AI, when demand for high-performance computing surged across industries. NVIDIA’s data center business has since become its main engine of growth, far surpassing gaming in both revenue and profitability, as companies around the world…
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Decoding Markets: Multi-Index Stock Analysis with Python
Markets have their own rhythms — some years sprint ahead, others stumble, and sometimes they swing between euphoria and panic. In this post, I’ve pulled together three visual stories of market behavior: yearly performance rebased for fair comparison, a heatmap that uncovers seasonal patterns month by month, and a look at bull and bear runs that reminds us just how long (and wild) cycles can last. These charts aren’t just numbers — they’re a way to see history in motion and make today’s markets a little easier to understand.
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