Aktiesnakken — Januar 2021
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Det er kun en del af min portefølje. Men hvad er holdningen til bankerne fremadrettet - kan de levere bare på niveeau med forventningerne i 2020 - så ligger Jyske og Sydbank på ca. 12 i PE-ish. Hvilket er ok - uden vækst. Jeg er fra Ringkøbing-egnen, men var på den anden side end Landbobanken. Har altid skævet misundeligt derover - men har lidt af dem liggende (heldigvis). Den handler på markant dyrere PE - men Fisker og Nielsen leverer jo stadig!
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80.000 unikke besøgende de sidste 30 dage på Proinvestor.com og over 70.000 medlemmer/følgere på Facebook og Twitter - and still counting. Firmaets eneste ansatte glæder sig til at se dyner i aften. I morgen er han som vanligt på fra kl. 6,30. God weekend til alle.
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Tak gutter.
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Holger Zschaepitz
@Schuldensuehner
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1h
What does Mr Market want to tell us? That #Tesla will crush all of its car competition? That Tesla will have margins with its cars like #Apple? That Tesla will become an integrated green electrification company? Tesla is on its way to becoming a $1tn comp w/just 500k cars sold.https://twitter.com/Schuldensuehner/status/1347835396709900289 -
Holger Zschaepitz
@Schuldensuehner·
15m
OUCH! #Gold, #SIlver and other commodities have crashed as US real rates have risen from -1.09% to -0.93%.https://twitter.com/Schuldensuehner/status/1347852616059944962 -
Reuters
@Reuters
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29 min
China to counter 'unjustified' foreign trade and business laws http://reut.rs/3hVuzod -
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Christian F Bjerknes
@cfbjerknes
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45 min
Greenspans gamle favoritt, Fed-modellen, har fått hard medfart etter at korrelasjonen mellom #aksjer og #bonds snudde rundt årtusenskiftet. Men den sier altså kjøp og har gjort det siden 2005, selv med P/E nærmere 40.https://twitter.com/cfbjerknes/status/1347852087338688512 -
Real Time Economics
@WSJecon
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1 t
In 2020, the economy shed a net 9.37 million jobs, exceeding the 5.05 million jobs lost in 2009, in the aftermath of the global financial crisis.https://www.wsj.com/articles/job-losses-in-2020-were-worst-since-1939-with-hispanics-blacks-teenagers-among-hardest-hit-11610133434?mod=e2twe -
Holger Zschaepitz
@Schuldensuehner
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1 t
TOTALLY CRAZY! #Italy's 10y risk spread over Germany has dropped to 105bps, lowest since 2016 although the country is on the verge of a govt crisis triggered by frictions between PM Conte & Matteo Renzi, leader of Italia Viva, is currently being fought w/a great deal of new debt.https://twitter.com/Schuldensuehner/status/1347847583037874176
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