Aktiechat - investeringstips

	19/1 20:51 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 8 t #Bitcoin overtakes "Long tech" as most crowded trade in BofA fund manager survey. Long Bitcoin jumps to top w/36% of FMS investors saying it is the most “crowded trade” dethroning “Long tech” for first time since Oct’19. #2 Long Tech, #3 Short US dollar, #4 Long Corporate Bonds.(link)
	19/1 20:48 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 4 t #ECB balance sheet back >€7tn ahead of this week's meeting. Hit fresh ATH at €7,015.7bn as Lagarde keeps printing press rumbling. ECB's total assets now equal to 69% of #Eurozone GDP vs Fed's 35%, BoJ's 130%, BoE's 36.4%.(link)
	19/1 20:43 af Helge Larsen/PI-redaktør	Jesse Felder @jessefelder · 1h 'Monetary expansion has also been robust in much of the rest of the world, but nowhere nearly as pronounced as in the US. The money created by the Fed is going directly into the bank accounts of individuals and firms.' (link)
	19/1 20:41 af Helge Larsen/PI-redaktør	Joe Weisenthal @TheStalwart · 3h So with shares of $GM now going nuts and soaring to all-time highs, is the market just saying that the whole auto space is going to be way bigger in the future? Like everyone's gonna be a winner? (link)
	19/1 20:41 af Helge Larsen/PI-redaktør	Jesse Felder @jessefelder · 1h BofA's fund manager poll shows a record amount of risk taking: (link)
	19/1 20:40 af Helge Larsen/PI-redaktør	Peter Schiff @PeterSchiff · 1h The statement that U.S. industry will be rendered more globally competitive as a result of more regulation and higher taxes is absurd. But it becomes dangerous when such a view is held by a U.S. Senator serving on the Banking Committee and by the incoming Sec. of the Treasury.
	19/1 20:39 af Helge Larsen/PI-redaktør	Eric Nuttall @ericnuttall · 4h The oil market is healing! The IEA is forecasting that OECD inventories in December fell by a whopping 67MM Bbls resulting in the "surplus to the 5 year avg" falling to 119MM Bbls...a big improvement vs. the 272MM Bbl surplus in June. Normalized inventories by Summer w/ $60WTI?
	19/1 20:39 af Helge Larsen/PI-redaktør	Peter Schiff @PeterSchiff · 7m When it comes to economics watching Sec. of the Treasury nominee Janet Yellen fielding questions from the Senate Banking Committee is a perfect example of the blind leading the blind. Those who have the clarity to see what they don't should divest of U.S. assets and dollars ASAP.
	19/1 20:37 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner #ECB balance sheet back >€7tn ahead of this week's meeting. Hit fresh ATH at €7,015.7bn as Lagarde keeps printing press rumbling. ECB's total assets now equal to 69% of #Eurozone GDP vs Fed's 35%, BoJ's 130%, BoE's 36.4%.
	17/1 10:04 af Helge Larsen/PI-redaktør	Ingen generell boble, men flere tegn på eufori(link)
	16/1 21:22 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 45 min #Dollar bearishness hit new ATH. Investors ramped up their bearish bets against the Dollar most since early-Aug 2020 w/USD’s net short reaching its highest mark on record (in dollar terms) at $35bn. (via Scotia)(link)
	16/1 15:05 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 4 t #Bitcoin ’s record-breaking rally seems to have hit a wall, w/prices to finish the week <$37k.(link)
	16/1 08:35 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 8 t This chart is a sign of our speculative times: the smaller the stock- the better the performance this Werk: Retail investors are flocking to penny stocks. They swarmed to anything w/the potential for big returns, BBG reports. Fueled by day traders, volume in penny stocks exploded(link)
	13/1 23:26 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 4 t #Euro drops on another pol crisis in Italy. Former PM Matteo Renzi said he’s pulling his party’s ministers from #Italy’s gov coalition, putting the administration’s future at risk in the midst of the Covid-19 pandemic.
	12/1 19:40 af Helge Larsen/PI-redaktør	Reuters @Reuters Analysis: The trillion dollar weapon in the U.S.-China tech stock war (link)
	12/1 11:18 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 1h #Bitcoin roller coaster renews 'the mother of all bubbles' discussions. 900% advance since 2018 has been so swift that it dwarfs all other boom cycles during past 50yrs, from gold’s rally in 1970s to Nikkei’s surge in 1980s to Nasdaq 100’s run in 1990s. (link)
	12/1 09:12 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 7h Big names in the world of finance beginning to call out the #Fed & other CenBanks for their role in ramping up econ inequality & manipulating fin mkts. "I don’t think CenBanks realize how much irresponsible risk-taking is going on," Allianz El-Erian says. (link)
	12/1 08:35 af Helge Larsen/PI-redaktør	FactSet @FactSet FactSet Senior Earnings Analyst John Butters was quoted in this article "Weighing The Week Ahead: Can Earnings Growth Justify Current Stock Prices?" posted to @SeekingAlpha over the weekend: (link)
	12/1 08:17 af Helge Larsen/PI-redaktør	Sverige: FINWIRE NEWS @Finwire God morgon! It-återförsäljaren Dustin rapporterar sitt första kvartal, september till november 2020, kl 08:00. Dagligvarubolaget ICA rapporterar försäljningen i Sverige i december, kl 08:45 och flygbolaget SAS passagerartrafiken i december, kl 11:00.
	12/1 08:16 af Helge Larsen/PI-redaktør	Norge: DNB Markets @DNBMarkets God morgen; Siden stengetid i Oslo i går er S&P Futures -0.1%, Brent +0.3%, Equinor i USA -0.5%, Frontline +0.1%, Golden Ocean -0.3%, Nikkei i dag +0.1%, Hang Seng +0.4%. Fokus i dag på EQNR, NKR, PGS, SAS, TECO, oljeservice- og sjømatsektor, US politikk #aksjer #osebx
	12/1 08:16 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets -U.S. futures ⬆️ -Shares rise in China and Hong Kong -South Korea stocks ⬇️ -Ten-year Treasury yields climb to 1.15%, the highest level since March -Oil falls to $52.17 (link)
	11/1 21:12 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner It's the DCF, stupid! Tech titans tumble as US 10y yields jump >1.10%.(link)
	11/1 21:10 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 48 min #Bitcoin extends losses as UK's financial regulator FCA issued a very blunt warning about the rise of bitcoin and other cryptocurrencies: 'Prepare to lose all your money.'
	11/1 08:38 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets Samsung surges with Intel considering chip outsourcing (link)

	11/1 08:37 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets Hedge funds head for cover as dollar rebound gathers pace (link)
	10/1 20:39 af Helge Larsen/PI-redaktør	With LNG spot prices averaging above $US8/MMBTU in 2021 in what is still a very oversupplied market on average..just imagine how much prices may spike during a cold winter in the 2022-2025 period when the market is forecast to be much tighter”(link)
	10/1 20:35 af Helge Larsen/PI-redaktør	olger Zschaepitz @Schuldensuehner · 2 t #Amazon, #Apple, #Google ban Parler app over violent content around Capitol attack. Amazon Web Services plans to stop hosting Parler Sunday. Parler says services may be affected by up to a week. (link)
	10/1 15:47 af Helge Larsen/PI-redaktør	Ole S Hansen @Ole_S_Hansen · 36 min The broad #commodity rally in wk to Jan 5 saw speculators increase an already record long by 3% to 2.6 million lots ($134 billion nominal). Biggest increases in #gold #corn and #sugar with #soybeans being reduced. Link to slides: (link) #oil #natgas #copper
	10/1 15:24 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 3 t Buffett indicator sounds the alarm. Global stock mkt cap has now topped 120% of global GDP, and thus the same level as before the crash in 2008.(link)
	9/1 13:15 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 1 t TOTALLY CRAZY! #Italy's 10y risk spread over Germany has dropped to 105bps, lowest since 2016 although the country is on the verge of a govt crisis triggered by frictions between PM Conte & Matteo Renzi, leader of Italia Viva, is currently being fought w/a great deal of new debt.(link)
	9/1 13:13 af Helge Larsen/PI-redaktør	Real Time Economics @WSJecon · 1 t In 2020, the economy shed a net 9.37 million jobs, exceeding the 5.05 million jobs lost in 2009, in the aftermath of the global financial crisis.(link)
	9/1 13:12 af Helge Larsen/PI-redaktør	Christian F Bjerknes @cfbjerknes · 45 min Greenspans gamle favoritt, Fed-modellen, har fått hard medfart etter at korrelasjonen mellom #aksjer og #bonds snudde rundt årtusenskiftet. Men den sier altså kjøp og har gjort det siden 2005, selv med P/E nærmere 40.(link)
	9/1 13:07 af Helge Larsen/PI-redaktør	The Year in Tech, Explained in Charts and Numbers (link)
	9/1 13:05 af Helge Larsen/PI-redaktør	Reuters @Reuters · 29 min China to counter 'unjustified' foreign trade and business laws (link)
	9/1 12:44 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 15m OUCH! #Gold, #SIlver and other commodities have crashed as US real rates have risen from -1.09% to -0.93%.(link)
	9/1 12:41 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 1h What does Mr Market want to tell us? That #Tesla will crush all of its car competition? That Tesla will have margins with its cars like #Apple? That Tesla will become an integrated green electrification company? Tesla is on its way to becoming a $1tn comp w/just 500k cars sold.(link)
	8/1 12:26 af Helge Larsen/PI-redaktør	Ole S Hansen @Ole_S_Hansen · 1 t #Gold is having a Catch 22 moment as it falls below $1900/oz on continued $USD strength driven by rising #yields in part driven by rising inflation expectations. Rampant speculation in stocks also reducing demand at this stage.
	7/1 20:53 af Helge Larsen/PI-redaktør	Reuters @Reuters · 43 min The decision by tech giants to lock President Trump's social media accounts, in reaction to the chaos at the Capitol, is one of the most tense moments between Trump, the social media giants and his supporters (link)
	7/1 20:51 af Helge Larsen/PI-redaktør	Autos Tesla Stock’s Spectacular Rise Means Elon Musk Is the Richest Man in the World(link)
	7/1 20:48 af Helge Larsen/PI-redaktør	T-Mobile Stock Just Hit a New Record After It Gave an Early Look at Subscriber Numbers(link)
	7/1 20:45 af Helge Larsen/PI-redaktør	CNBC @CNBC · 22 min Chamath Palihapitiya says he sees bitcoin going to $200K down the road. "I really believe in the business. It’s an incredible team." (link)
	7/1 20:41 af Helge Larsen/PI-redaktør	Reuters @Reuters · 11 min Fed's Bullard expects ongoing economic recovery as vaccines take hold (link)
	7/1 20:37 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets · 17 min Bitcoin hits 40K Diagram med stigende tendens Diagram med stigende tendens Diagram med stigende tendens (link)
	7/1 19:58 af Helge Larsen/PI-redaktør	Reuters @Reuters · 33 min U.S. Treasury Secretary Mnuchin expected to serve out term - sources (link)
	7/1 19:57 af Helge Larsen/PI-redaktør	Bloomberg @business · 31 min Tesla briefly commanded a bigger market valuation than Facebook on Thursday (link)
	7/1 19:50 af Helge Larsen/PI-redaktør	Reuters @Reuters · 15 min Starbucks insider Ruggeri to take over as CFO, Grismer to retire (link)
	7/1 19:49 af Helge Larsen/PI-redaktør	Reuters Business @ReutersBiz · 8 min LVMH completed its $15.8 billion takeover of Tiffany. The French luxury goods group wasted no time in shaking up management at the U.S. jeweller. More here: (link)
	7/1 00:50 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 2 min Dow hit record while mob storms Capitol in D.C. as images of protesters, interrupting certification of presidential election, did little to distract investors from their view that Democratic victories that gave Biden’s party(link) control of Congress promised stronger aid for econ.
	6/1 22:01 af Helge Larsen/PI-redaktør	Reuters Business @ReutersBiz · 24 s NYSE to delist three Chinese telecoms in dizzying about-face (link)
	6/1 21:53 af Helge Larsen/PI-redaktør	Reuters @Reuters · 3 min Oil and gas dealmaking peaks in Q4 as pandemic spurs consolidation - Enervus (link)