Aktiesnakken — Oktober 2020
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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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