Aktiesnakken — Januar 2021
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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 -
Læste med gysen, at Sarepta Th faldt næsten 50 % pga. et mislykket fase 3 forsøg, kunne noget tilsvarende ske for Genmab? eller ville det være omkring max 30% jeg tænker på Bullerne, de ville blive værdiløse ved så stort et fald, det er man nødt til at medtænke.
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God morgen.
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Holger Zschaepitz
@Schuldensuehner
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3 t
Buffett indicator sounds the alarm. Global stock mkt cap has now topped 120% of global GDP, and thus the same level as before the crash in 2008.https://twitter.com/Schuldensuehner/status/1348206434396360705/photo/1 -
Ole S Hansen
@Ole_S_Hansen
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36 min
The broad #commodity rally in wk to Jan 5 saw speculators increase an already record long by 3% to 2.6 million lots ($134 billion nominal). Biggest increases in #gold #corn and #sugar with #soybeans being reduced. Link to slides: https://bit.ly/2LDkBMd #oil #natgas #copper -
olger Zschaepitz
@Schuldensuehner
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2 t
#Amazon, #Apple, #Google ban Parler app over violent content around Capitol attack. Amazon Web Services plans to stop hosting Parler Sunday. Parler says services may be affected by up to a week. https://cnet.co/2K1vDKL -
With LNG spot prices averaging above $US8/MMBTU in 2021 in what is still a very oversupplied market on average..just imagine how much prices may spike during a cold winter in the 2022-2025 period when the market is forecast to be much tighter”https://www.afr.com/companies/energy/lng-spot-prices-spike-to-unheard-of-levels-20210109-p56sws
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