Aktiesnakken — November 2020
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binvest, aktierne skal lige slås sammen først. Det er ikke sikkert, at man kan tjene det store. Det ved vi jo ikke endnu
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Gregor Stuart Haunted Rollercoaster @gregorhunter
Speculators’ positioning in U.S. stock futures is the most bullish in almost two years https://buff.ly/382DhOt -
Gregor Stuart Haunted Rollercoaster @gregorhunter
Speculators’ positioning in U.S. stock futures is the most bullish in almost two years https://buff.ly/382DhOt -
FactSet @FactSet
StreetAccount U.S. Daily Market Preview - a pre-market daily podcast summarizing the yesterday's global news and today's trading intelligence in less than 5 minutes. Today’s podcast is available here: http://bit.ly/30LbQVZ #podcast #financialservices https://bit.ly/2HvfWJY -
Bloomberg
@business
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2m
A sharp drop in oil prices may be about to get some relief from China https://trib.al/cFST4q4 -
Reuters
@Reuters
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5m
Renault takes on 'range anxiety' in electric sales push. But it's a long road http://reut.rs/3oRGE0w -
Reuters
@Reuters
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17m
New energy vehicles to make up 20% of China's new car sales by 2025 http://reut.rs/3mHHVWg -
Reuters
@Reuters
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23m
Europe's COVID curbs prompt pushback as Brexit 'godfather' slams PM Johnson http://reut.rs/3oQC7eQ -
Reuters Business
@ReutersBiz
Activity in China’s factory sector accelerated at the fastest pace in nearly a decade in October, as domestic demand surged, a private business survey showed. Read more here: https://reut.rs/3kQOPYP -
Reuters Business
@ReutersBiz
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47m
Factbox: What investors are watching for the election - and what could go wrong http://reut.rs/3oRA6is -
Sarah Ponczek
@SarahPonczek
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2 t
Over the past month, tech is the WORST performing S&P sector. That's a change (still up 20% in 2020).https://twitter.com/SarahPonczek/status/1323258730146910208/photo/1 -
Investering i aktier
@investeriaktier
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22 min
Er det “ulven kommer” eller et forvarsel som du kan tage alvorligt? https://on.mktw.net/3jOZGks The next bear market will be the worst in at least 78 years, warns co-founder of Soros’s legendary Quantum Fundhttps://www.marketwatch.com/story/the-next-bear-market-will-be-the-worst-in-at-least-78-years-warns-co-founder-of-george-soross-legendary-quantum-fund-11604259054 -
Online Betting Markets Are More Bullish On A Trump Victory Than Polls, Here’s Why
https://www.forbes.com/sites/jonathanponciano/2020/11/02/online-betting-markets-trump-victory-polls-biden-election/?utm_campaign=forbes&utm_source=twitter&utm_medium=social&utm_term=Gordie/#676f7264696 -
En af de årsager, som artiklen nævner: Nemlig at forudsigelser som FiveThirtyEight baserer sig på nationale meningsmålinger og ikke på swingstaterne, er simpelthen forkert. FiveThirtyEight har en meget avanceret model, som netop tager højde for swingstaternes betydning.
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Jeg tror nærmere at bettingmarkederne er mere positive på Trump skyldes at flere ønsker at spille på et kontrært resultat. Læg dertil at mange mener at meningsmålinger ikke er korrekte, og så har man en overvægt af folk som ønsker at satse penge på en Trump sejr.
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En pussig ting er også, at meningsmålinger som spørger om to ting: Et hvad vil du stemme på? Og to: Hvem tror du vinder valger, giver et forholdsvist stort gab mellem hvad folk vil stemme på, og hvem de tror vinder valget.... men i sidste ende er det altså folks stemmer som afgør valget og ikke hvad de tror naboen stemmer...
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Jeg skal dog sige, at jeg på ingen måde aner hvordan markederne vil tage imod de forskellige resultater. Kun at en Biden sejr med Republikansk senat, nok vil blive temmelig negativt modtager. Alle andre resultater blafrer i vinden, når det kommer til kortvarig markedspåvirkning. Men nogen gange man kan godt tjene penge på at hoppe på momentum aftenen igennem.
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