Aktiesnakken — Februar 2020
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Holger Zschaepitz
@Schuldensuehner
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45 min
Good morning from #Germany, which could be hard hit by the Coronavirus. German companies do a good deal of their business w/#China. Above all the chip manufacturer Infineon, which makes a third of its sales in the Middle Kingdom. Car comps also threatened by sharp drop in sales.https://twitter.com/Schuldensuehner/status/1231117509551644672 -
Holger Zschaepitz
@Schuldensuehner
·
45 min
Good morning from #Germany, which could be hard hit by the Coronavirus. German companies do a good deal of their business w/#China. Above all the chip manufacturer Infineon, which makes a third of its sales in the Middle Kingdom. Car comps also threatened by sharp drop in sales.https://twitter.com/Schuldensuehner/status/1231117509551644672 -
Roman Wenzl
@RomanWenzl
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31 min
Svarer
@Schuldensuehner
The China share of sales for the German Car Industry must be much higher. E.G. VW sells 42% of its cars in China. BMW 27% of its cars. -
Roman Wenzl
@RomanWenzl
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31 min
Svarer
@Schuldensuehner
The China share of sales for the German Car Industry must be much higher. E.G. VW sells 42% of its cars in China. BMW 27% of its cars. -
In China, newly confirmed cases of coronavirus infection are fallinghttps://www.economist.com/china/2020/02/20/in-china-newly-confirmed-cases-of-coronavirus-infection-are-falling?fsrc=scn/tw/te/bl/ed/casualtiesofwarinchinanewlyconfirmedcasesofcoronavirusinfectionarefallingchina
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Reuters
@Reuters
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48 min
Coronavirus incubation could be as long as 27 days, Chinese provincial government says https://reut.rs/2uUTjJf -
Reuters
@Reuters
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1 t
Wuhan woman with no symptoms infects five relatives with coronavirus - study https://reut.rs/2vRfBM7 -
Grafik: https://covid19info.live/
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Holger Zschaepitz
@Schuldensuehner
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2 t
Simplest definition of bubble is an extraordinarily strong bull mkt that began on credible fundamentals but is now powered purely by price momentum. The problem w/bubbles – they can only be identified after a bursting, & some even revive, JPM says in latest Bubble spotting study.https://twitter.com/Schuldensuehner/status/1231133524201222145 -
euters
@Reuters
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4 min
Vietnam reports supply chain issues from virus, says may hit Samsung output https://reut.rs/2vVcvGK -
Buffett Spends Record $2.2 Billion Buying Berkshire Shareshttps://www.bloomberg.com/news/articles/2020-02-22/buffett-spends-record-2-2-billion-buying-up-berkshire-shares?utm_source=twitter&cmpid=socialflow-twitter-business&utm_campaign=socialflow-organic&utm_content=markets&utm_medium=social&cmpid%3D=socialflow-twitter-markets
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Dan Tapiero
@DTAPCAP
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19 t
Just in case anyone is unconvinced that the Chinese economy is in full meltdown, one of the highest quality economic data groups in the world, ISI, provides the proof below. All time low in the survey which correlates nearly 100% with swings in real gdp/economic activity.https://twitter.com/DTAPCAP/status/1230941691345035264 -
Warren Buffett tells Berkshire Hathaway shareholders the company is '100% prepared' for his death
https://markets.businessinsider.com/news/stocks/warren-buffett-annual-letter-berkshire-hathaway-prepared-for-deaths-2020-2-1028928838 -
God morgen,
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Holger Zschaepitz
@Schuldensuehner
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18 min
Italy is banning travel to & from an area of about 50,000 people southeast of Milan and canceling top-flight soccer games to combat the spread of the coronavirus as number of cases rose to 76, incl 2 deaths, making Italy country w/most infections in Europe https://bloomberg.com/news/articles/ -
Holger Zschaepitz
@Schuldensuehner
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18 min
Italy is banning travel to & from an area of about 50,000 people southeast of Milan and canceling top-flight soccer games to combat the spread of the coronavirus as number of cases rose to 76, incl 2 deaths, making Italy country w/most infections in Europe https://bloomberg.com/news/articles/ -
Holger Zschaepitz
@Schuldensuehner
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19 min
Global stocks lost $470bn in mkt cap this wk as coronavirus impact is beginning to unfold in weaker hard data & all amidst growing trepidation about buying a stock mkt already up 3%+ ytd even as tail risks continue to swirl. Global mkt cap now $87.6tn, equal to 102% of global GDP -
In liquidity-driven markets, Berkshire's Warren Buffett also seems to have problems beating the market. Over the past 10yrs, Buffett is 14ppts behind the S&P500. In 2019, Berkshire Hathaway stock underperforms the most since 2009. https://wsj.com/articles/berks
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