Aktiesnakken — Oktober 2020
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Har nogle af medskribenterne her på PI gjort sig overvejelser om det af nogle investorer forudsete paradigmeskifte fra vækstaktier til valueaktier som ex. olie og banksektor?
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Er selv tilbageholden. Bankaktierne er og bliver udfordret af lave renter og stor konkurrence fra nye online udbydere. Olien er over the hill. Efterspørgslen skal nok stige igen kortsigtet og dernæst falde omkring 2030. OPEC dikterer ikke længere prisen og kommer næppe til, at få samme indflydelse igen. De seneste år har sektoren solgt ud af deres aktiver for, at holde niveau for udbytte og dermed har investorerne blot fået udbetalt en andel af EK og ikke ren overskudsdannelse fra driften
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AMBU oppe i de glade 200 igen - @Rida tid til TA?:)
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Christopher Cole
@vol_christopher
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4 t
Volatility in equity markets, at a macro level, is reflexivity between credit and liquidityA reckoning is coming in credit that has not been fully tamed by an excess supply of liquidityhttps://twitter.com/vol_christopher/status/1317082916648869888
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Holger Zschaepitz
@Schuldensuehner
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16 min
Top fund’s blacklist shows ESG coming for Emerging Markets. Candriam bond fund excludes EM heavyweights #Russia, #China, Saudi Arabia. Reading Catherine Belton’s book on Putin it raises question if Russia is investible, BlueBay AM’s Tim Ash says. https://bloomberg.com/news/articles/ -
Reuters
@Reuters
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30 min
Pfizer says earliest COVID-19 vaccine application to U.S. regulators would be after election http://reut.rs/3nSg9I5 -
Matthew C. Klein @M_C_Klein
Behind the Stability in China’s Currency: Beijing’s Hidden Hand https://www.barrons.com/articles/behind-the-stability-in-chinas-currency-beijings-hidden-hand-51602846003 … <-- this week's column touches on several subjects near and dear to my heart, including BoP analysis, the Chinese economy, and trade imbalances -
ja det fik lokket sælgerne frem! God weekend
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Steen Jakobsen
@Steen_Jakobsen
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13 t
Inflation or not? My inflation outlook is based on the defacto monetization of debt by FED(& global cb's) bypassing banks direct 2 consumption (todays Retail Sales!) but looks at Durable Inflation + 5Y5Y! Inflation will spike no later than Q2-Q3 2021 but... dont short it.https://twitter.com/Steen_Jakobsen/status/1317162030932123649 -
Germany's confirmed coronavirus cases rise by 7,830 to 348,557: RKI - Reutershttps://twitter.com/C_Barraud/status/1317366519584727040
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CNBC
@CNBC
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3 min
In 2015, this millennial had a negative bank balance—now she earns $145,000 a year and just bought her first home. (via @CNBCMakeIt
) https://cnb.cx/3dupelj -
Reuters
@Reuters
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5 min
Austrian foreign minister tests positive for COVID-19 after EU meeting http://reut.rs/3m7Mqt5 -
Reuters
@Reuters
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16 min
Hong Kong activist Grandma Wong says kept back in Shenzhen for 14 months http://reut.rs/2GYO7Ks -
Reuters
@Reuters
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22 min
Czech Republic's daily COVID-19 infections top 11,000 for first time http://reut.rs/3488JZs -
Bloomberg
@business
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36 min
In late June, @maxnisen
highlighted what he deemed a "horrifying" chart showing massive growth in new infections in the U.S. relative to the European Union. Almost four months later, the chart remains terrifying, in a completely different way https://trib.al/nBx0mv9https://twitter.com/business/status/1317359704616718338 -
euters
@Reuters
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1 t
China’s Shein has become the largest, purely online, fashion company in the world measured by sales of self-branded products, according to Euromonitor https://reut.rs/31gb0zH
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