Aktiesnakken — December 2020
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Holger Zschaepitz
@Schuldensuehner
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5m
Christmas Eve Brexit deal is 2nd-worst outcome: UK govt will have to weigh future decisions to relax standards against risk of EU retaliation, which could mean tariffs. That threat in itself will deter investment. Even w/deal, this will lower UK GDP by ~4% https://breakingviews.com/considered-vie -
Holger Zschaepitz
@Schuldensuehner
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29m
Good morning from #Germany, which is one of the biggest beneficiaries of the last-minute Brexit trade deal. Germany exports the most goods and services to the UK, although exports recently fell to their lowest level since 2012.https://twitter.com/Schuldensuehner/status/1342385750487273472 -
Holger Zschaepitz
@Schuldensuehner
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25 min
Good morning from Germany, where savers face bankruptcy of life insurers due to persistently low interest rates. Regulator Bafin has 20 of 83 German life insurers under intensified supervision. Avg guarantee on reserves 1.75%, compares w/avg running yld of 2.3% on investment sidehttps://twitter.com/Schuldensuehner/status/1342756412347346944 -
God morgen.
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Christophe Barraud
????
@C_Barraud
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24 min
#Bitcoin
Miners in Nordic Region Get a Boost From Cheap Power - Bloomberg
*Link: https://bit.ly/37SPPro -
"Er du erhvervsleder, investor, iværksætter eller politiker, så bør du følge med i, hvad der foregår i Kina. Ellers risikerer du en blind vinkel. Her er listen over 10 ting, som er værd at holde øje med 2021".
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Ryan Struyk @ryanstruyk
US coronavirus deaths reach new high in December via @CNN: Feb - 1 Mar - 5,277 Apr - 60,738 May - 41,703 June - 20,112 July - 26,446 Aug - 29,532 Sept - 23,418 Oct - 23,974 Nov - 36,964 Dec - 63,575 -
zerohedge @zerohedge
Passive Funds To Surpass Active By 2022 https://www.zerohedge.com/markets/passive-funds-surpass-active-2022 … -
John Rose @johnrose3
Excellent Odd Lots podcast covering the new ARM chips used by Apple and others. An economics podcast, this episode covers the topic broadly. The Intel episode referenced- how they screwed up- is also excellent. @chriscoyier @davatron5000 @ShopTalkShow https://www.bloomberg.com/news/audio/2020-12-17/apple-is-at-the-cutting-edge-of-a-revolution-in-chips-podcast … -
Jeg er så udpræget day og swing trader min tålmodighed kan ligge et meget lille sted, og jeg har tit solgt før en god stigning. Nu har je besluttet, at lave et ekstra depot med gode stabile aktier som jeg ikke rører i 2021. Jeg er mest til danske aktier og i min nye portefølge vil der være: Novo, Vestas, ChemoMetec, DSV og svenske Lifco, er der nogen der har gode
forslag til de 5 sidste, jeg vil give dem ca. 30.000 kr. hver, på forhånd tak. -
God morgen.
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God morgen
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Aktier/tendens: Udsigt til positiv åbning - ratenyt kan løfte Mærsk:
https://www.proinvestor.com/investornyt/670673/aktier-tendens-udsigt-til-positiv-abning-ratenyt-kan-lofte-maersk -
Richard Paulsen @richardpaulsen
Ofte holder det å gjøre en topp down analyse. Det skal dog sies at endring i forbruksmønster og fremveksten av teknologiløsninger har vært rimelig åpenbar for de fleste. De som mistet båten, var de som fokuserte på PE multipler. Helt feil variabel på slike vekstselskaper. https://twitter.com/vekstportef/status/1343264533184393224 … -
SEB @SEBGroup
Nordic Alert Monday: ????????
️Stock markets in Asia are rising as Trump approved $900bn stimulus package. Bitcoin has taken another leap over the holidays. ????????Upside risks to Swedish growth in Q4. ????????Norwegian data coming today. https://research.sebgroup.com/macro-ficc/reports/13620 … -
Roger Berntsen @BullBerntsen
Vi tror Oslo Børs (OBX indeksen) åpner opp 0,4%, eller innenfor intervallet [0,2, 0,6]%. Krisepakken i USA vedtatt. Brexit-avtalen også i boks. Les vår morgenoppdatering her https://www.nordnet.no/blogg/oppgang-i-vente-krisepakken-i-usa-vedtatt-brexit-avtalen-ogsa-i-boks/ … #nordnet -
SEB @SEBGroup
Morning Alert måndag:Klart med stimulanspaket i USA och Brexitavtal på julafton.️Stigande börser i Asien och terminer för USA och Europa pekar upp. vå svenska indikatorer svagare än väntat. https://research.sebgroup.com/macro-ficc/reports/13621 … -
Bloomberg @business
From the global pandemic and our changed world, to unrest and elections, this is 2020 in pictures: https://trib.al/NXpYgXE -
DNB Markets @DNBMarkets
God morgen; Siden stengetid i Oslo på onsdag er S&P Futures +0.7%, Brent +0.7%, Equinor i USA -0.5%, Frontline +0.1%, Golden Ocean -0.3%, Nikkei i dag +0.6%, Hang Seng i dag -0.1%. Fokus i dag på BORR, CLOUD, HAFNI, SSO, Brexit, støttepakke, vaksineutrulling
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