Aktiesnakken — September 2020
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tak for info
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eppe Christiansen
@jeppe_majinvest
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10 t
Mange tech-aktier ligner nu dotcom-aktier, men det kan vare længe, før boblen sprænger. Under dotcom var renten 6% - derfor sprang den relativt hurtigt i 2000. Med en rente på 0% er det svært at finde gode alternativer. Så boblen kan blive stor og vare længe. https://twitter.com/jeppe_majinvest/status/1310495028033265666 -
Steen Jakobsen
@Steen_Jakobsen
Destruction of value in US real estate revealed https://ft.com/content/a34e131c-bf6f-4b7d-9a2c-84c632243e87
via @financialtimes -
euters
@Reuters
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7 min
China’s auto market has rebounded smartly in recent months, executives said, as a rare in-person trade show was dominated by talk of recovery in the world’s biggest car market. For all the glitz and good cheer at this year’s show, it’s still a tough time https://reut.rs/3i1RFYN -
Reuters
@Reuters
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13 min
U.S. must stand up to China if Biden wins, focus less on trade, Krugman says http://reut.rs/2GawxCu -
Sven Henrich
@NorthmanTrader
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11 min
Reminder: The stimulative effect from rate cuts is a lot smaller this time around.https://twitter.com/NorthmanTrader/status/1310656704527376385 -
Diogenes
@WallStCynic
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4 t
Whether or not this is true, LG Energy, a leader in battery technology, will become a “comp” for $TSLA, come December. The bulls may not like that. https://twitter.com/WallStCynic/status/1310595112003665920 -
Reuters
@Reuters
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20 min
Big Hit Entertainment, the management label of K-Pop group @bts_bighit
, priced its IPO at the top of its range https://reut.rs/2GkUqHd -
Peter Schiff @PeterSchiff
Ludwig von Mises: The Pernicious Effects of Inflation @schiffgold https://schiffgold.com/guest-commentaries/ludvig-von-mises-the-pernicious-effects-of-inflation/ … -
Joe Weisenthal @TheStalwart
An investment firm is raising a SPAC that will invest in SPACs https://www.bloomberg.com/news/articles/2020-09-28/blank-check-dealmakers-seek-to-raise-100-million-for-spac-fund?srnd=premium … -
zerohedge @zerohedge
"Inflation Is Already Here": The Fed May Have A Major Problem On Its Hands https://www.zerohedge.com/economics/inflation-already-here-fed-may-have-major-problem-its-hands … -
zerohedge @zerohedge
"It's Hard To Become Too Bearish": Futures Surge Amid Optimism Selloff Has Gone Too Far https://www.zerohedge.com/markets/its-hard-become-too-bearish-futures-surge-amid-optimism-selloff-has-gone-too-far … -
Helge J. Pedersen @helgejpedersen
Nordea's domestic card transactions still point to a solid albeit slowing recovery in private consumption in Denmark and Norway. Finland and Sweden are back in the red territory. Read more her: https://corporate.nordea.com/article/60221/nordic-card-data-week-38 … -
Bloomberg Markets @markets
Speculative positions in futures linked to the ICE U.S. Dollar Index turned the most negative since November 2017 suggesting speculators may only be beginning to enter a world of pain https://trib.al/1XffHDy -
zerohedge @zerohedge
"Enormous Uncertainty" Despite Fed-Fueled Market Surge https://www.zerohedge.com/markets/enormous-uncertainty-despite-fed-fueled-market-surge …
3 timer siden -
Ed Ludlow @EdLudlow
Nikola Founder Milton’s Fall Reveals What His Backers Feared $NKLA latest with @DavidWelchBN 1/ https://www.bloomberg.com/news/articles/2020-09-28/nikola-founder-milton-s-fall-reveals-what-his-backers-feared?srnd=premium …
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nvestering i aktier
@investeriaktier
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22 min
https://on.mktw.net/3kVnlRj New York Subway pension loses over $300 million in collapsed hedge fund -
MarketWatch
@MarketWatch
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30 min
The stock market could be rough for the next few weeks, but 2021 will be another story, Wharton professor sayshttps://t.co/5mkphQz5tI?amp=1
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