Aktiesnakken — Oktober 2012
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hvis du er til dansk byggebranche makro, så tjek sjælsø fra idag @sjgr.co
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spændende gennmgang af hvad der sker
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hvis du er til mega makro, så er der altid IMF, og deres "bankerne skal sælge 4,5 trilliarder dollars aktiver i 2013" - rapport
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Gyserian!
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vi ses (shark)s
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det var deres pdf fra idag
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Pete angående orkanen fik jeg denne den anden dag, men har ikke lige fået set det igennem: http://www.theideafarm.com/investing-in-disasters-hurricane-edition/
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bankerne trækker sig fra det markedet og nu laver de K/s p/s´er og hvad ved jeg
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kan man shorte forsikringsselskaberne
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