Aktiesnakken — Oktober 2020
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At en iværksættertype som Kjetil Bøhn har måttet bide i græsset nogen gange i sit liv med forskellige tilløb, forskrækker ikke mig. Tværtimod besidder den slags stædige mennesker ofte vindergenet, - de tager kløene og kæmper videre. Da han ifm. emissionen solgte en mindre del af sine egne aktier udtalte han, at det var for at indfri personlig gæld, og det har jeg kun respekt for. -Han har stadig rigtig mange aktier i foretagenet. Og tak til Darvin for klarsyn...
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God morgen.
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Asien: Kursfald og risikoaversion dominererhttps://www.proinvestor.com/investornyt/669041/asien-kursfald-og-risikoaversion-dominerer
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Onsdagens aviser med Grundfos, Danske Bank og Carlsberg : https://www.proinvestor.com/investornyt/669040/onsdagens-aviser-med-grundfos-danske-bank-og-carlsberg
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Zach Montellaro @ZachMontellaro
We've hit a huge milestone: 69.6 million Americans have already voted early, according to @ElectProject, which is more than 50 percent of the total 2016 turnout. A truly incredible marker, with several days of early voting to go in many states https://electproject.github.io/Early-Vote-2020G/index.html … -
zerohedge @zerohedge
China's Top Censor Orders Another Crackdown On Dissent https://www.zerohedge.com/technology/chinas-top-censor-orders-another-crackdown-dissent … -
Finance News @ftfinancenews
China-Hong Kong ETF markets grow closer with feeders launch https://on.ft.com/2Tyhx4F -
zerohedge @zerohedge
The Fed killed fundamental analysis in corporate debt. There will be an avalanche of unemployed credit analysts, Wells is just the first Wells Fargo Cuts Dozens of Fixed-Income Research Analysts https://www.bloomberg.com/news/articles/2020-10-27/wells-fargo-cuts-dozens-of-fixed-income-research-strategists … -
Bloomberg Next China @next_china
China stocks open flat as most Asian stock markets fall on worries of a worsening pandemic. In Hong Kong, Alibaba hits a new high ahead of Ant Group's highly anticipated trading debut https://trib.al/gYKiiZV -
ALEFARM - Webinar d. 26. okt. 2020: https://www.proinvestor.com/index.php?p=debat_1&postid=87928
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jeg sidder lidt og overvejer sælge alt ud... Men var jeg ikke meget investeret ville jeg nok sidde og købe op.
Er meget i sparindex eu/us/jp value og min risk index og så Novo (overexponeret), Bava (overexponeret) og så lidt blandet (topdanmark, tryg, orphazyme, fls, lundbeck, matas, stg) -- Egentlig relativ lav risiko (i hvert fald på nuværende risiko niveauer) men hvis alt falder i 20-25%+ korrektion så er alt jo ligemeget. Undervudrer jeg DE/FR lockdown risiko? Med stimulus ude? så...
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