Aktiesnakken — November 2020
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Teis Knuthsen
@TeisKnuthsen
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59 min
There's more than 80%-points between IT and energy over the past 12 months. Nobody I talk to believe big-oil can/will manage the energy transition ahead of us, and they probably can't afford either at these share prices.https://twitter.com/TeisKnuthsen/status/1322891165348278272 -
AndreasStenoLarsen
@AndreasSteno
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21 min
A blue wave = a big re-regulation of the US economy?Could this be the most underestimated Biden risk?
Weekly blog -> http://ndea.mk/DumbOrNot
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Teis Knuthsen
@TeisKnuthsen
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1 t
German 10-year bond yields have fallen to just -0.63%, the lowest since March.https://twitter.com/TeisKnuthsen/status/1322888196745736195/photo/1 -
Business Insider
@businessinsider·
16 min
Stocks will have 'real problems' if Trump loses the presidency, says legendary investor Mark Mobiushttps://markets.businessinsider.com/news/stocks/stock-market-outlook-mark-mobius-trump-election-loss-impact-problems-2020-10-1029750632# -
Business Insider
@businessinsider
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16 min
Stocks will have 'real problems' if Trump loses the presidency, says legendary investor Mark Mobiushttps://markets.businessinsider.com/news/stocks/stock-market-outlook-mark-mobius-trump-election-loss-impact-problems-2020-10-1029750632# -
AndreasStenoLarsen
@AndreasSteno
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51 min
The FX weekly is out! Is the market dumb or not?-
Bettors are much more optimistic on Trumps behalf than PhD modellers
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USD/NOK long or AUD/USD short the best FX bets against a rising Covid-19 count
And much more
Read here -> http://ndea.mk/DumbOrNot
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Godmorgen.

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Finance News @ftfinancenews
The virus has crushed the challenger bank dream https://on.ft.com/2TM5GQG -
Bloomberg Markets @markets
RT @BW: Choose your own election adventure: Here's the worst (and best) that could happen https://trib.al/XIrveEL -
Finance News @ftfinancenews
Lenders pull IPOs even as mortgage market thrives https://on.ft.com/34Ny3UR -
Bloomberg Markets @markets
Singapore has established itself as a hub for real estate investment trusts over the past two decades. Now, following the initial blow from the Covid-19 outbreak, its REITs are slowly coming back to the market with a mission: resume their global expansion https://trib.al/S3GAHrQ -
HS Markit PMI
@IHSMarkitPMI
Oct #PMI data pointed to a further easing in #Japan's manufacturing downturn amid slower falls in output and new orders. Encouraging news came from the return to growth in export orders, as demand across key overseas markets such as China picked up. http://ihsmark.it/FsjY50C8Dvx
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