Aktiesnakken — Februar 2020

[ungeee]

Tak for dit link fra Langer hvor man kun kan læse det øverste, som ikke abonnent. Jeg mener dog, at der vil være et efterslæb af vare/tjeneste produktion når virussen er inddæmmet, som vil futte lidt op under kedlerne igen.

[Helge_LarsenPI-redaktør]

Ungeee, Beklager. Normalt er Langers skarpe åbne for os på Proinvestor. Det må være en forglemmelse.

[ungeee]

@intet at beklage...

[Helge_LarsenPI-redaktør]

China confident epidemic will soon be over - deputy foreign minister.

reuters.com

(www.reuters.com)

[Bulder]

Opdateret grafik med tallene fra i går. Tendensen tydelig https://covid19info.live/

[Bulder]

Det ligner mere og mere, at nye tilfælde vil nå nul i næste uge, hvorefter vi blot må vente på at de syge bliver raske (eller måske desværre ikke når at blive raske).

[Bulder]

Jeg kunne især godt lide denne bemærkning fra den kinesiske vice-uderigsminister: “When the epidemic is over, the subdued consumer demand will be released rapidly and the economy will rebound strongly.”

[Bulder]

Kina kommer til at inhalere LPG

[Bella1]

Udtalelser fra kommunistiske ledere, bør altid filtreres ekstremt grundigt, inden der handles på dem. Må det være mig tilladt at mane til yderste forsigtighed i den kommende tid......

[Bulder]

Alle udtalelser bør altid filtreres grundigt - ikke mindst fra danske nationalkonservative.

[Helge_LarsenPI-redaktør]

AndreasStenoLarsen
@AndreasSteno
·
38 min
The $SNB is in trouble!

They probably already intervene at a 7-8% annualized pace of GDP. WAY above the 2% threshold from the US Treasury

A 25 bps cut coming up in Switzerland in March? Or else they have to allow CHF to get much stronger

FX weekly -> https://ndea.mk/MiniMikeTheMec

[Helge_LarsenPI-redaktør]

AndreasStenoLarsen
@AndreasSteno
·
29 min
Did you know that Lagarde said climate 9x as much as inflation during her hearing last week? A new ECB "climatism" may be coming.

It makes sense for investors to front-run a climate related monetary policy twist, in particular in Euro assets.

Link -> https://ndea.mk/MiniMikeTheMec

[Helge_LarsenPI-redaktør]

First Squawk
@FirstSquawk
·
1 t
CHINA: NO NEW CORONAVIRUS CASE WAS REPORTED IN SHANGHAI ON SUNDAY MORNING - SHANGHAI HEALTH COMMISSION IN AFTERNOON BRIEFING

[Helge_LarsenPI-redaktør]

First Squawk
@FirstSquawk
·
1 t
CHINA: NO NEW CORONAVIRUS CASE WAS REPORTED IN SHANGHAI ON SUNDAY MORNING - SHANGHAI HEALTH COMMISSION IN AFTERNOON BRIEFING

[Helge_LarsenPI-redaktør]

pencer Jakab
@Spencerjakab
·
56 min
Think bonds are always a safe haven? Think again. Smart stuff from WSJ’s ⁦@jmackin2
⁩

[Helge_LarsenPI-redaktør]

wsj.com

(www.wsj.com)

[Helge_LarsenPI-redaktør]

“No Longer Tethered to the Fundamentals”: A Nassim Taleb Protégé on How to Prepare for the Coming Market Crashhttps://www.vanityfair.com/news/2020/02/nassim-taleb-protege-on-how-to-prepare-for-coming-market-crash

[Helge_LarsenPI-redaktør]

NO Newsroom
@BNODesk
·
6 t
NEW: Public transportation in Hangzhou, a major city in Zhejiang province, will resume at midnight. The city was partially locked down due to coronavirus.

[Helge_LarsenPI-redaktør]

NO Newsroom
@BNODesk
·
6 t
NEW: Public transportation in Hangzhou, a major city in Zhejiang province, will resume at midnight. The city was partially locked down due to coronavirus.

[Helge_LarsenPI-redaktør]

"Charlie Munger on Elon Musk: ‘Never underestimate the man who overestimates himself’".https://www.cnbc.com/2020/02/14/charlie-munger-shares-opinion-of-tesla-ceo-elon-musk.html