Aktiesnakken — Februar 2021
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Finwire News @Finwire
God morgon ifrån Sverige
! Det är fredag och final på rapportsäsongen. Uppemot 120 svenska bolag rapporterar, däribland Björn Borg, Cavotec, K-Fastigheter, Maha Energy, Serneke och Zinzino samt många andra på dagens långa rapportlista. -
Holger Zschaepitz
@SchuldensuehnerOOPS! US 10y yield gains edge over S&P 500 dividend yield, BBG reports. The yield on the benchmark 10y note reached highest in more than a year. 1.52% is now just above the S&P 500 Index dividend yield.https://twitter.com/Schuldensuehner/status/1365076462122901504/photo/1
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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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