Aktiesnakken — Maj 2021
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Det kunne måske også være tale om det mest effektive....og fordel ved egen produktion.
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Jeg var i Millionærklubben i dag og fortalte om hvordan man beskytter sin porteføljer i tider med stigende inflation og renter. Hvis du kun lytter til en investeringspodcast i år kan det eventuelt være denne.

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God morgen.

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Norske 2020 aktieraketter som Kahoot, NEL og Quantafuel er blevet skåret i 2 lige små dele den seneste tid. Lyt med når Hansen og Larsen taler om hvorvidt kursnedturen har skabt kapitulation. Om mulig bundformation i Ørsted og Vestas og hvad inflationsdebatten betyder for investorerne.
Indeksering:
00:00 – 16:45: 2020 aktieraketter
16:45 – 19:28 Fair value i Ørsted og Vestas?
19:28 – 27:34 Inflationsdebatten -
God morgen.

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Bred opgang i Asien :
Hang Seng i Hongkong opp 0,99 prosent
Kospi i Seoul opp 0,95 prosent
Shanghai Composite 1,21 prosent
FTSE Straits Times i Singapore 0,21 prosent
ASX 200 i Sydney opp 1,03 prosent -
Finwire News @Finwire
God morgon ifrån Sverige
! Klämdag på Stockholmsbörsen och Köpenhamnsbörsen är fortsatt helgstängd. Omkring ett dussin svenska mindre bolag rapporterar idag. Sju bolag på Nasdaq Stockholm handlas idag exklusive utdelning (se separat tweet). Offentliga Hus har sista handelsdag före avnotering. -
DNB Markets @DNBMarkets
God morgen fra Norge
; Siden stengetid i Oslo på onsdag er S&P Futures +0.2%, Brent -4.3%, EQNR i USA -2.3%, FRO +0.6%, GOGL -0.6%, Nikkei i dag +2.3%, Hang Seng +0.9%. Fokus i dag på BALT, CAMBI, DNO, EMGS, OET, QFUEL, SACAM, WWI, inflasjonsutsikter, US detaljhandel -

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Reuters Business
@ReutersBiz
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44m
U.S. producer prices shot up 6.2% in the 12 months through April, in the biggest year-on-year rise since November 2010 and the reopening economy is experiencing a boom in demand, resulting in widespread shortages of inputs and fanning inflation. More here: https://reut.rs/3bk3Hfx -
he Saxo Market Call
@saxomarketcall
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1h
Special Edition Market Call podcast on Inflation: where we are, where it is headed and the implications across asset classes and for the economy, with @Steen_Jakobsen
-> https://saxostrats.podbean.com/e/special-edition-inflation-is-here-what-next/
#inflation $$ With @johnjhardy
hosting. -
Reuters Business
@ReutersBiz
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10 min
Wall Street finished the week strong as stocks rallied for a second straight day on economic optimism. More here: https://reut.rs/3tP8dc4
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