Aktiechat - investeringstips

	30/12 08:35 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner #Turkey Lira has made a fast comeback. As recently as November, it was the world's worst currency in 2020 w/-30.2%; now it is only the third-worst currency vis-à-vis the Dollar w/-19%.(link)
	30/12 08:29 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets Chinese billionaire Jack Ma dropped from public view after Ant’s IPO collapsed. But his spectacular fall from grace has been years in the making (link) via @BW
	29/12 22:09 af Helge Larsen/PI-redaktør	Peter Schiff @PeterSchiff Bitcoin promoters believe that Bitcoin is an actual threat to central banks and the fiat monetary system. Yet despite this belief they also believe that the U.S. government, which has the most to lose if #Bitcoin succeeds, will take no action to protect itself from this threat.
	29/12 22:04 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 4 t #ECB Balance sheet hit fresh ATH at €7,014.7bn as Lagarde keeps printing press rumbling. Total assets rose by another €6bn on QE. Total assets now equal to 69% of Eurozone GDP vs Fed's 35%, BoJ's 132% or BoE's 36%.(link)
	29/12 13:49 af Helge Larsen/PI-redaktør	oe Weisenthal @TheStalwart · 7 min Remarkable demonstration of Powell's credibility with the market that stocks are at all time highs, we just got another $1 trillion stimulus, there's a possibility of even larger checks, and yet 10-year yields are sub-0.94%. Traders do not see rate hikes anywhere on the horizon.(link)
	29/12 13:48 af Helge Larsen/PI-redaktør	eter Schiff @PeterSchiff · 1 m #Ripple just ripped below 20 cents. It traded above 60 cents earlier this month. Almost 70% of its market cap gets erased in less than a month based solely on the SEC's allegation that it's a security. What happens to the price of #Bitcoin if the SEC alleges that it's a security?
	28/12 13:04 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 2h Party like it's 1999! #Germany's Dax Index just hits intraday record high >13.8k.
	28/12 09:55 af Helge Larsen/PI-redaktør	Bloomberg @business From the global pandemic and our changed world, to unrest and elections, this is 2020 in pictures: (link)
	28/12 09:53 af Helge Larsen/PI-redaktør	SEB @SEBGroup Nordic Alert Monday: ????????↗️Stock markets in Asia are rising as Trump approved $900bn stimulus package. Bitcoin has taken another leap over the holidays. ????????Upside risks to Swedish growth in Q4. ????????Norwegian data coming today. (link) …
	28/12 09:53 af Helge Larsen/PI-redaktør	Richard Paulsen @richardpaulsen Ofte holder det å gjøre en topp down analyse. Det skal dog sies at endring i forbruksmønster og fremveksten av teknologiløsninger har vært rimelig åpenbar for de fleste. De som mistet båten, var de som fokuserte på PE multipler. Helt feil variabel på slike vekstselskaper. (link) …
	27/12 11:13 af Helge Larsen/PI-redaktør	John Rose @johnrose3 Excellent Odd Lots podcast covering the new ARM chips used by Apple and others. An economics podcast, this episode covers the topic broadly. The Intel episode referenced- how they screwed up- is also excellent. @chriscoyier @davatron5000 @ShopTalkShow (link) …
	27/12 11:11 af Helge Larsen/PI-redaktør	zerohedge @zerohedge Passive Funds To Surpass Active By 2022 (link) …
	27/12 11:08 af Helge Larsen/PI-redaktør	Ryan Struyk @ryanstruyk US coronavirus deaths reach new high in December via @CNN: Feb - 1 Mar - 5,277 Apr - 60,738 May - 41,703 June - 20,112 July - 26,446 Aug - 29,532 Sept - 23,418 Oct - 23,974 Nov - 36,964 Dec - 63,575
	27/12 08:59 af Helge Larsen/PI-redaktør	Christophe Barraud ???? @C_Barraud · 24 min #Bitcoin Miners in Nordic Region Get a Boost From Cheap Power - Bloomberg *Link: (link)
	26/12 11:24 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 25 min Good morning from Germany, where savers face bankruptcy of life insurers due to persistently low interest rates. Regulator Bafin has 20 of 83 German life insurers under intensified supervision. Avg guarantee on reserves 1.75%, compares w/avg running yld of 2.3% on investment side(link)
	25/12 10:55 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 29m Good morning from #Germany, which is one of the biggest beneficiaries of the last-minute Brexit trade deal. Germany exports the most goods and services to the UK, although exports recently fell to their lowest level since 2012.(link)
	25/12 10:54 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 5m Christmas Eve Brexit deal is 2nd-worst outcome: UK govt will have to weigh future decisions to relax standards against risk of EU retaliation, which could mean tariffs. That threat in itself will deter investment. Even w/deal, this will lower UK GDP by ~4% (link)
	25/12 09:31 af Helge Larsen/PI-redaktør	Nasdaq @Nasdaq For @Nasdaq, the next generation of markets is in the cloud. Embracing the cloud enables us to: ???? Unlock greater business insights ⏩ Fast track emerging technology development ⚠️ Manage costs, risk and volume spikes Learn more: (link)
	25/12 09:29 af Helge Larsen/PI-redaktør	Peter Schiff @PeterSchiff Bitcoin May Feel the Ripple - Ep 639: (link) …
	25/12 09:29 af Helge Larsen/PI-redaktør	zerohedge @zerohedge Man Behind Pfizer Vaxx Warns COVID-19 'Will Be With Us For The Next 10 Years' (link) …
	25/12 09:27 af Helge Larsen/PI-redaktør	zerohedge @zerohedge Crappy Holidays & Other Economic Carols For 2020 (link) …
	25/12 09:27 af Helge Larsen/PI-redaktør	zerohedge @zerohedge A Very COVID Christmas: Visualizing The Pandemic's Impact On Festive Spending (link) …
	24/12 20:10 af Helge Larsen/PI-redaktør	Reuters Business @ReutersBiz · 55m Nasdaq leads gains as stimulus delay favors tech; Alibaba slumps (link)
	24/12 19:16 af Helge Larsen/PI-redaktør	@FactSet After braving a year of cacophony and chaos, firms are using the lessons learned to project a path forward into 2021. #investing #risk (link) …

	24/12 17:04 af Helge Larsen/PI-redaktør	Financial Times @FinancialTimes · 4m At the end of a punishing year, business leaders are united in one belief: the volatility is far from over. Here are some of the lessons they have learned over the pandemic on coping with volatility, uncertainty, complexity and ambiguity Electric light bulb (link)
	24/12 11:12 af Helge Larsen/PI-redaktør	Historisk brexit-avtale kan bli annonsert i dag Storbritannia og EU har forhandlet i hele natt. En ny handelsavtale kan bli annonsert i Brussel julaften morgen.(link)
	24/12 10:54 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets Even with air travel surging ahead of the Christmas holiday in the U.S., demand for jet fuel is unlikely to recover to historic levels anytime soon (link)
	24/12 10:54 af Helge Larsen/PI-redaktør	Finance News @ftfinancenews US banks rack up $200bn in fines and penalties over 20 years (link)
	24/12 10:54 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets -Australia, Japan, South Korea stocks rise -China investigation into Alibaba sends stock down more than 8% -U.S. futures ⬆️ -Outline of post-Brexit trade deal reached, pound ⬆️ -Oil, gold ⬆️ (link)
	24/12 10:53 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets China looks at cutting inequality in order to boost the economy (link)
	24/12 10:53 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets Oil's set for first weekly loss since October (link)
	23/12 23:04 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 3 t The elephant in the room! ARK Innovations ETF has exploded in 2020. Assets have increased tenfold this year to >$18bn. If the investor's mood tips here, it could come to a stampede and the elephant could trample some things.(link)
	23/12 13:13 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 12 t JPMorgan increases US GDP forecasts following latest US stimulus bill which provides $900bn of fiscal support. Will boost GDP by 3ppts over the course of 2021 and beyond. Revised Q1 2021 forecast from -1.0% to +0.5% as earlier delivery should help growth next 2 quarters.
	23/12 12:44 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 2 t #ETFs are eating the world: The $37bn Vanguard Total International Stock ETF hasn’t posted an outflow in 1,247 days (since July 25, 2017), BBG data show. The fund, which invests in global equities excluding US, has seen net withdrawals only on 4d since it started trading in 2011.
	22/12 21:08 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 52 min #ECB Balance sheet tops €7tn for first time ever as Lagarde keeps printing press rumbling. Total assets rose by a whopping €59bn to €7,008.9bn on QE and as banks took more TLTRO loans. ECB balance sheet now equal to 69% of Eurozone GDP vs Fed's 35%, BoJ's 132% and BoE's 37%.(link)
	22/12 20:44 af Helge Larsen/PI-redaktør	Bloomberg Markets @markets Apple's stock returns to near-record levels after Reuters said the tech giant plans to build a self-driving car in 2024 (link)
	20/12 11:48 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 20m The stock market world looking toward 2021 w/great euphoria. The bullish expectations of US retail investors and US stock market letter writers bear impressive witness to this, Metzler says. Global stocks now worth equal to 116% of global GDP, highest level since 2007.(link)
	20/12 11:07 af Helge Larsen/PI-redaktør	Reuters @Reuters · 36 min China could restrict bank tie-ups with fintech platforms, official suggests (link)
	20/12 11:06 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 26 min Good morning from Germany, where Mittelstand is thriving, at least on stock mkt. MDax index, which is heavy on industry & includes 60 leading SMEs, has set fresh record. MDax, which started at 1,000 points in 1988 like blue-chip Dax index, now stands at more than twice that level(link)
	19/12 18:57 af Helge Larsen/PI-redaktør	Singapore Bank DBS Launched #Crypto Exchange (link)
	19/12 18:37 af Helge Larsen/PI-redaktør	Northstar @Northst18363337 · 32 min #Litecoin - $143 is the next likely target area. The 'flagpole' method of target calculation often works quite well, but needs to be viewed along with all the other evidence (link)
	19/12 18:25 af Helge Larsen/PI-redaktør	Krisemøde om muteret corona er ildevarslende nyt (link)
	19/12 17:56 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 3 t Just to put things into perspective: MSCI World hit a fresh ATH in tandem w/global liquidity.(link)
	19/12 08:52 af Helge Larsen/PI-redaktør	zerohedge @zerohedge "Insane" S&P Rebalance Ends With Tesla Smashing All-Time Volume Record (link) …
	19/12 08:51 af Helge Larsen/PI-redaktør	FactSet @FactSet All 11 $SPX sectors are projected to report Y/Y growth in earnings in 2021, led by the Energy (N/A due to loss in 2020), Industrials (78%), and Consumer Discretionary (59%) sectors. (link)
	16/12 17:24 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 1 t US labels #Switzerland as a currency manipulator as SNB balance sheet has risen by almost 13% YTD.(link)
	15/12 19:26 af Helge Larsen/PI-redaktør	Holger Zschaepitz @Schuldensuehner · 12 min Only the sky is the limit? #ECB balance sheet on course to €7tn. Total assets rose by another €26.5bn last week to hit fresh ATH of €6,949.6bn on QE. ECB balance sheet now equal to 68% of Eurozone GDP vs Fed's 34% and BoJ's 132%.(link)
	15/12 15:44 af Helge Larsen/PI-redaktør	Kilde: Xtrainvestor
	15/12 15:42 af Helge Larsen/PI-redaktør	NORDIC UNMANNED: Selskapet har sin første noteringsdag i dag og debuterer med en oppgang på 27 prosent i forhold til IPO-pris. De hadde en eksklusiv presentasjon med Q&A via Xtrainvestor i går som du kan se her: (link) STOREBRAND: Arctic øker kursmålet til NOK 72 (70), gjentar kjøp.
	15/12 15:42 af Helge Larsen/PI-redaktør	NORSK HYDRO: Barclays øker kursmålet til NOK 42 (30), gjentar likevekt. SUBSEA 7: Credit Suisse øker kursmålet til NOK 99 (86), gjentar outperform. NORSKE SKOG: Pareto øker kursmålet til NOK 50 (35), gjentar kjøp. AVANCE GAS: Cleaves øker kursmålet til NOK 30 (24), gjentar selg. BW LPG: Cleaves nedgraderer aksjen fra hold til selg, men øker kursmålet til NOK 52 (45). ORKLA: Morgan Stanley initierer dekning med likevekts-anbefaling og kursmål NOK 90.