Aktiesnakken — November 2019
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Privatinvestorerne i biotek og deres stærke kloge stemmer på diverse aktiemedier kan godt klappe sig selv på skuldrene i 2019. Det er især dem som stædigt har holdt fast i Chemometec, Veloxis, Zealand Pharma og Genmab i de seneste år.
Det og diverse aktuelle kvartalsregnskaber samt laks og LPG har vi på programmet i morgen kl. 9-10, hvor jeg er gæst i Millionærklubbens studie hos Pernille Enggaard.

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Bloomberg Markets @markets
Germany awaits data that might show it slipped into recession https://bloom.bg/32LoIIW -
Bloomberg Markets @markets
Germany awaits data that might show it slipped into recession https://bloom.bg/32LoIIW -
Bloomberg Markets @markets
President Donald Trump said the U.S. will increase tariffs on China in case the first step of a broader agreement isn’t reached https://bloom.bg/2X9NQaW -
MattLevineBot @MattLevineBot
Value investing is fundamentally about buying good companies that no one else has noticed are good: When they notice, valuations go up, and you make money. -
Bloomberg Markets @markets
A little-noticed decision by the Internal Revenue Service’s appeals unit may spell trouble for legendary investor Jim Simons, who’s embroiled in a multibillion-dollar tax dispute with the agency https://bloom.bg/3774Hjx -
Peter Schiff @PeterSchiff
There isn't a relationship between money supply growth and inflation. Money supply growth is inflation. The relationship is between inflation, i.e. money supply growth, and prices, both consumer prices and asset prices. The relationship hasn't changed, it's just less understood. -
zerohedge @zerohedge
Swiss National Bank Now Owns Record $94 Billion In US Stocks After Q3 Buying Spree https://www.zerohedge.com/markets/swiss-national-bank-now-owns-94-billion-us-stocks-after-q3-buying-spreeswiss-national-bank … -
Bloomberg Markets @markets
Wall Street bond traders will be firmly focused on events in Washington on Wednesday morning in a hunt for clues about the direction of the economy and risk sentiment https://bloom.bg/2rIJoo7 -
Bloomberg Markets @markets
U.S. household debt rises for the 21st straight quarter https://bloom.bg/2CHyHV2 -
Peter Schiff @PeterSchiff
Powell testified that the Federal deficit is on an unsustainable path, and that its size may leave the government without the ability to use fiscal policy to stimulate the economy during the next downturn. Ironically the Fed has been the primary enabler of the explosion of debt! -
Bloomberg Economics @economics
Fed pause makes sense amid improved geopolitics, Wells Fargo says https://bloom.bg/372iHL9 -
Bloomberg Markets @markets
Russian economic growth accelerated to 1.7% in the third quarter, the fastest pace this year, after the central bank slashed interest rates https://bloom.bg/33ILeDn -
God morgen.

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