Aktiesnakken — Februar 2021
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Obligationer/tendens: Markedet holder vejret før amerikansk inflationhttps://www.proinvestor.com/investornyt/672554/obligationer-tendens-markedet-holder-vejret-for-amerikansk-inflation
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Wien lufthavn blev også anbefalet i millionærklubben for et par år siden. Jeg er lidt i tvivl om, hvem der gav anbefalingen. Mavefornemmelsen siger at det var en fra Maj Invest?
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Det var noget med ingen konkurrence og lav gæld + udsigt til solide udbytter
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jeg tror ikke på SAS på den lange bane og holder derfor ikke så meget øje med den. Der er jo forskel på om de klarer skærerne og om det bliver en god investering. Men på den korte bane kan den vel nok stige, hvis markedet bliver overrasket over hvor hurtigt verden åbnes
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Bloomberg Markets @markets
Gold extended declines, heading for its worst month since late 2016 https://trib.al/KhgoEgs -
God morgen.
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Holger Zschaepitz
@Schuldensuehner
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13 t
Fed has lost control of bond mkts - & Europe is victim. Wild moves in $21tn US Treasury mkt have become disorderly. Shockwaves pulsating through fin system. Spillover smashed even into vast Japanese bond mkt, where 10y ylds blew through yld control regime.
https://telegraph.co.uk/business/2021/ -
Holger Zschaepitz
@Schuldensuehner
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8 t
Undaunted Bulls keep shoveling money Into stocks: In week when spike in Treasury yields pressured prices across the spectrum, US ETFs saw inflows - incl $2.7bn at the height of carnage on Thur. All told in Feb, ETFs sucked in cool $80bn, 4* the 12mth avg. https://bloombergquint.com/markets/undaun -
Holger Zschaepitz
@Schuldensuehner
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2 t
Global stocks have lost $3.5tn in mkt cap this week almost equal to GDP of Germany as especially Tech came under valuation pressure from rising bond yields. Stock mkt P/E valuations have expanded significantly during pandemic & S&P 500 is now trading at 2021e elevated P/E of 21.4 https://twitter.com/Schuldensuehner/status/1365675871680487429 -
God morgen.
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Holger Zschaepitz
@Schuldensuehner
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8 t
Buffett relies on buybacks instead of deals: Berkshire repurchased a record $24.7bn of its own stock as Buffett struggled to find better ways to invest his enormous pile of cash. That should cheer #Berkshire holders as a clear sign that Buffett views the shares as undervalued.https://twitter.com/Schuldensuehner/status/1365797036499628038
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