Aktiesnakken — November 2019
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God morgen.
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Brad Setser @Brad_Setser
My suggestions for how the IMF can strengthen its surveillance of surplus countries can be found here -- The ideas are from last December. But they haven't lost relevance. Asia's savings glut hasn't gone away. Nor have German and Dutch surpluses ... https://www.imf.org/en/News/Seminars/Conferences/2018/12/6/AssessingGlobalImbalances … -
Goldman Sachs @GoldmanSachs
WATCH: It's estimated that 1/3 of workers will change occupations in the next 5 years. $GS Research on what that will mean for education and the larger impact on the economy: https://click.gs.com/uk7t -
zerohedge @zerohedge
Balls Of Steel: Twitter Calls B*llshit On Musk's "Video Proof" That Cybertruck Window Stunt Worked At Rehearsal https://www.zerohedge.com/technology/balls-steel-twitter-calls-bllshit-musks-video-proof-cybertruck-window-stunt-worked … -
zerohedge @zerohedge
that's a bingo: "the lack of market liquidity has exacerbated the impact of share repurchases on US equities" - SocGen -
zerohedge @zerohedge
that's a bingo: "the lack of market liquidity has exacerbated the impact of share repurchases on US equities" - SocGen https://www.zerohedge.com/markets/conundrum-2019-equity-outflows-are-biggest-ever-yet-stocks-are-all-time-highs-what-happens … -
Michael Pettis @michaelxpettis
In fact Germany has been shirking Its EU responsibilities since at least 2003-04, when it decided that rather than act as the economic growth engine that would tie Europe together, it would take advantage of EU monetary and currency... https://spon.de/afBMr via @SPIEGELONLINE -
Michael Pettis @michaelxpettis
In fact Germany has been shirking Its EU responsibilities since at least 2003-04, when it decided that rather than act as the economic growth engine that would tie Europe together, it would take advantage of EU monetary and currency... https://spon.de/afBMr via @SPIEGELONLINE -
zerohedge @zerohedge
Fixed Income Fund Flows Dominant Over Equities Amid Recession Threat https://www.zerohedge.com/markets/fixed-income-fund-flows-dominant-over-equities-amid-recession-threat … -
Oslo: Teknisk analyse – søndagens aksjetips https://finansavisen.no/investeringer/aksjeanalyse/2019/11/23/7476070/teknisk-analyse-sondagens-aksjetips
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Sjeføkonom: Vi
unngår resesjon, men
den sure stemningen i
markedet vil fortsettehttps://finansavisen.no/nyheter/bors/2019/11/23/7476044/haugland-vi-unngar-resesjon-men-den-sure-stemningen-i-markedet-vil-fortsette -
Nat- og morgentweets: https://www.proinvestor.com/chathistory/58/chat nyheder
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95% Approval Rate in the Republican Party, a record! Thank you!https://twitter.com/realDonaldTrump/status/1198374984902676480
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Elon Musk
@elonmusk
146k Cybertruck orders so far, with 42% choosing dual, 41% tri & 17% single motor -
Tim Cook
@tim_cook
The construction of our new Austin campus is underway and the assembly line for Mac Pro is up and running! Building Apple’s most powerful Mac ever in Austin is a testament to the enduring power of American ingenuity, and we’re proud it’s made here
https://twitter.com/tim_cook/status/1197141315064086530 -
Roundhill Investments
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ea Limited, the developer of popular mobile battle royale Garena Free Fire, is one of the most widely held stocks amongst hedge funds. $SE
It is the only esports / digital entertainment company included on the list.
Source: Goldman Sachs https://twitter.com/roundhill/status/1198299173340295168
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Bloomberg Markets @markets
Whenever the cannabis rebound comes, it will be a bumpy ride for pot stocks https://bloom.bg/37B2GvS -
Bloomberg Markets @markets
Investors looking for a weaker dollar to provide a fresh spur to emerging markets may be about to get their wish https://bloom.bg/2qF4rri
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