SP500
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SP500 gik bekymrende langt ned til og med torsdag, til 2397. Igår fredag steg det så, men var det blot en lille modreaktion? Afbrydes det store bullmarked siden 2009 nu eller var det blot, en væmmelig en af slagsen, korrektion (ABC)? Næste uge,faktisk allerede mandag og tirsdag bliver meget afgørende...Tror at kursen helst skal over 3016 for at vi kan fastholde bullmarked..Hvad spår i?
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Latest memo from Howard Marks: Nobody Knows II
https://www.oaktreecapital.com/insights/howard-marks-memos"There are as many forecasts as there are forecasters."
"But no one can tell you this is the time to buy. Nobody knows."
Warren Buffett doesn't worry about how his investments perform year over year-here's why you shouldn't either
https://www.cnbc.com/2019/06/28/why-warren-buffett-doesnt-worry-about-how-his-investments-perform-year-over-year.htmlMit bud er, at vi ser et par konkurser hist og her, og oekonomien gaar lidt i staa paa verdensplan i et aars tid som foelge deraf, men jeg ved det ikke. Min strategi har ikke rigtig aendret sig synderligt paa grund af virus og dens midlertidige oekonomiske konsekvenser, ud over jeg fremadrettet nok fokuserer lidt mere paa et staerkt balance sheet.
"Only when the tide goes out do you discover who's been swimming naked." - Warren Buffett
Bankruptcy expert Ed Altman: 'A lot of marginal companies are going to be forced out of business'
https://finance.yahoo.com/news/nyu-professor-ed-altman-on-corporate-credit-120019162.html"That means a lot of companies kept afloat by cheap borrowing costs could be in real trouble. Altman contended that many of them should actually go bankrupt, because "they are zombies and have been kept alive" by historically low rates."
2018
Danske zombieselskaber er eksploderet siden finanskrisen
https://borsen.dk/nyheder/virksomheder/danske-zombieselskaber-er-eksploderet-siden-finanskrisen-2cch1
"I Danmark inkluderer zombieselskaberne selskaber som Bang & Olufsen, rederiet D/S Norden og trykkeriteknologiselskabet Glunz & Jensen."2017
Døende zombie-selskaber skylder mere end 100 mia. kr.
https://finans.dk/erhverv/ECE9444820/doeende-zombieselskaber-skylder-mere-end-100-mia-kr/2015
Hvert tiende danske selskab er en zombie
https://www.berlingske.dk/oekonomi/hvert-tiende-danske-selskab-er-en-zombie -
Et par figurer med gaeld og drifts-indjening for ikke-finansielle virksomheder i S&P 500 kvartalsvis og aarligt vedhaeftet. Figurerne taler for sig selv.
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Lille modreaktion??? Kalder du en 9,5%s stigning for en lille modreaktion?
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Normalt er 9,5% stort men set i forhold til de massive fald investorer har været ude for er det vel kun et lille plaster på såret? For manges vedkommende er depoter i store minusser
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