Aktiesnakken — April 2020
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In terms of economic recovery:
52% believes it'll be a "U" shape
22% say a "W" shape
15% say "V" shaped -
At et lægemiddel påvirker hjertet er totalt no go i forhold til godkendelse. Jeg er ikke lige klar over dosis i det svenske forsøg hvor de også¨stoppede efter hjerte problemer.
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Extreme pessimism among investors = strong buy
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SW12:07. OK, ja jeg ligger ca. 25% cash. Fatter heller ikke den Turbo der er kommet på SP500. Men hvis de er villige til at pumpe penge ind i økonomien i forhold til "what ever it takes" så skal del vel stige op til et realistisk niveau og det er da muligt det niveau skal ligge heromkring
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IMF: Global economy faces worst recession since the Great Depression
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The IMF now expects the global economy to shrink by 3% this year, rather than expand by 3.3% as it thought back in January
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ECB's Vasiliauskas states that it is the right time for coronabonds and favours broader perspective on ECB corporate purchases
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olger Zschaepitz
@Schuldensuehner
·
9 min
OUCH! Bank of Amerika April Fund Manager Survey shows extreme investor pessimism. Cash levels jump from 5.1% to 5.9% = highest level since 9/11 terrorist attacks. Bank of America calls this 'peak pessimism. https://twitter.com/Schuldensuehner/status/1250092097916620801 -
Holger Zschaepitz
@Schuldensuehner
·
7 min
52% of Fund Manager in BofA survey believe economic recovery from COVID-19 shock will be U-shaped, 22% say W-shaped, just 15% say V-shaped. -
Søren Pind
@sorenpind
Fra Marseilles siger prof.
@raoult_didier
at virussen i princippet kan være væk om 14 dage som følge af foråret og evt forsvinde helt, hvis jeg forstår ham ret. Det ville nu være... velsignet.
4.20 PM · 14. apr. 2020·Twitter for iPhone
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