Børsen - rally uten bein back on track?
NOT. No way, sier Mark Cuban, men kanskje er ting noenlunde oppe og går om to, tre år...
‘It’s going to be brutal there’s no way to sugarcoat it at all,’ says Billionaire Mark Cuban about the economic recovery from coronavirus
Published: April 22, 2020 at 10:03 a.m. ET
By Mark DeCambre
It’s going to be brutal. There’s no way to sugarcoat it at all.’
That is outspoken billionaire and Dallas Mavericks owner Mark Cuban, who has been increasingly visible as the National Basketball Association has been temporarily suspended due to the deadly COVID-19 pandemic.
On Wednesday morning, Cuban, speaking with Fox Business anchor Maria Bartiromo, explained why he thought the recovery from the economic fallout wrought by the illness derived from the novel strain of coronavirus could be a long and ugly one for the average American and small businesses in particular.
“It’s going to be brutal. There’s no way to sugarcoat it at all. And when we get to the other side, companies are going to be operating differently,” Cuban said on the business network
“Companies are going to have to be agile…companies are going to have to build from the bottom up,” Cuban said.
The “Shark Tank” star says he remains confident that some normalcy will return in two to three years but predicts that investors and business owners will need to endure some pain to get to the other side.
https://www.marketwatch.com/story/its-going-to-be-brutal-theres-no-way-to-sugarcoat-it-at-all-says-billionaire-mark-cuban-about-the-economic-recovery-from-coronavirus-2020-04-22?siteid=bigcharts&dist=bigcharts
‘It’s going to be brutal there’s no way to sugarcoat it at all,’ says Billionaire Mark Cuban about the economic recovery from coronavirus
Published: April 22, 2020 at 10:03 a.m. ET
By Mark DeCambre
It’s going to be brutal. There’s no way to sugarcoat it at all.’
That is outspoken billionaire and Dallas Mavericks owner Mark Cuban, who has been increasingly visible as the National Basketball Association has been temporarily suspended due to the deadly COVID-19 pandemic.
On Wednesday morning, Cuban, speaking with Fox Business anchor Maria Bartiromo, explained why he thought the recovery from the economic fallout wrought by the illness derived from the novel strain of coronavirus could be a long and ugly one for the average American and small businesses in particular.
“It’s going to be brutal. There’s no way to sugarcoat it at all. And when we get to the other side, companies are going to be operating differently,” Cuban said on the business network
“Companies are going to have to be agile…companies are going to have to build from the bottom up,” Cuban said.
The “Shark Tank” star says he remains confident that some normalcy will return in two to three years but predicts that investors and business owners will need to endure some pain to get to the other side.
https://www.marketwatch.com/story/its-going-to-be-brutal-theres-no-way-to-sugarcoat-it-at-all-says-billionaire-mark-cuban-about-the-economic-recovery-from-coronavirus-2020-04-22?siteid=bigcharts&dist=bigcharts
Redigert 21.01.2021 kl 03:46
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Jensenpirken
12.08.2020 kl 13:59
1581
Denne Thin Lizzy skjønte at han hadde bomma kraftig og forlot tråden og forumet. Tror han har nytt nick nå for å baise Bull markedet.🧐😎
Redigert 20.01.2021 kl 23:32
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Jensenpirken
21.07.2020 kl 10:32
1735
Ja å greve seg fullstendig ned i pessimisme hjelper ingen, særlig ikke i et bullmarked. Er vel derfor tråden ble forlatt av mange.
Redigert 20.01.2021 kl 23:32
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omans
21.07.2020 kl 06:44
1805
Det er i sakens natur at man på et visst tidspunkt forlater tema (og forum) når man innser at man ikke forsto markeds behavior ift egen oppfattelse og nyhetsbildet, tolkninger.
Er jo forståelig at vedkommende trådstarter den 20 mai innså at alt hun mente og tolket var 100% feil, og at egen kompetanse ikke strakk til ift markeds behavior.
Forsåvidt ingen mening å terpe videre på dette, det er internett og noen lærte noe. Forhåpentligvis.
Men forbløffende hvor sta enkelte kan være, når man av og til muligens kan stå overfor bedre vitende, med annen oppfattelse av ting.
Noen ganger tid for selvransakelse...
Er jo forståelig at vedkommende trådstarter den 20 mai innså at alt hun mente og tolket var 100% feil, og at egen kompetanse ikke strakk til ift markeds behavior.
Forsåvidt ingen mening å terpe videre på dette, det er internett og noen lærte noe. Forhåpentligvis.
Men forbløffende hvor sta enkelte kan være, når man av og til muligens kan stå overfor bedre vitende, med annen oppfattelse av ting.
Noen ganger tid for selvransakelse...
Redigert 20.01.2021 kl 23:32
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Jensenpirken
21.07.2020 kl 02:16
1846
Denne tråden var det helt spinnvill beising av markedene. Ser at trådstarter var sist innlogga 20 mai.
En ting er å være negativ, men denne tråden tok kaka. Markedet gikk som en kule fra tråden ble starta!!!!
En ting er å være negativ, men denne tråden tok kaka. Markedet gikk som en kule fra tråden ble starta!!!!
Redigert 20.01.2021 kl 23:32
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Jensenpirken
02.07.2020 kl 14:41
1968
Lite trøkk i denne tråden for tiden. Har alle pessimistene som skrev her blitt optimister?
Redigert 20.01.2021 kl 23:32
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Citibank: Rally skyldes inndekning av shortposisjoner
Bears har kapitulert og er ikke lenger short amerikanske aksjer.
Robert Buckland, chief global equity strategist at Citi, points out something unusual about the rally — it was done without flows coming into equities, which particularly for stocks outside the U.S. is rare.
$120 billion of flows came out of stocks since February. The one difference between now and the depths of the crisis is that investors are no longer short U.S. stocks, and their bets against European equities are less severe.
“We suspect that the sharp rise in stock markets has been driven by a closing of shorts.
https://www.marketwatch.com/story/heres-why-citi-says-stocks-have-rallied-and-why-new-fuel-for-gains-is-now-needed-2020-05-29?mod=home-page
Bears har kapitulert og er ikke lenger short amerikanske aksjer.
Robert Buckland, chief global equity strategist at Citi, points out something unusual about the rally — it was done without flows coming into equities, which particularly for stocks outside the U.S. is rare.
$120 billion of flows came out of stocks since February. The one difference between now and the depths of the crisis is that investors are no longer short U.S. stocks, and their bets against European equities are less severe.
“We suspect that the sharp rise in stock markets has been driven by a closing of shorts.
https://www.marketwatch.com/story/heres-why-citi-says-stocks-have-rallied-and-why-new-fuel-for-gains-is-now-needed-2020-05-29?mod=home-page
Redigert 20.01.2021 kl 23:32
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Market’s historic rebound may soon hit a breaking point, PNC’s Amanda Agati warns.
“The market is getting pretty far ahead of itself,” she told CNBC’s “Trading Nation” on Thursday. “The market is really pricing for perfection here.”
“The biggest risk and opportunity for the market comes down to the path of the virus and Covid-related data,” said Agati. “The worst case scenario for the market would be a second wave that would force us to shut things down again or it completely crushes the psyche of the consumer.”
She also questions the rally’s breadth.
https://www.cnbc.com/2020/05/28/record-rebound-may-soon-hit-a-breaking-point-pncs-amanda-agati-warns.html
“The market is getting pretty far ahead of itself,” she told CNBC’s “Trading Nation” on Thursday. “The market is really pricing for perfection here.”
“The biggest risk and opportunity for the market comes down to the path of the virus and Covid-related data,” said Agati. “The worst case scenario for the market would be a second wave that would force us to shut things down again or it completely crushes the psyche of the consumer.”
She also questions the rally’s breadth.
https://www.cnbc.com/2020/05/28/record-rebound-may-soon-hit-a-breaking-point-pncs-amanda-agati-warns.html
Redigert 20.01.2021 kl 23:32
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tuja
28.05.2020 kl 23:02
2300
Skal tro hva Trumpern tuter om i morgen:
https://www.dn.no/bors/wall-street/dow-jones/nasdaq/wall-street-snudde-ned-etter-at-donald-trump-varslet-pressekonferanse-om-kina/2-1-816653
https://www.dn.no/bors/wall-street/dow-jones/nasdaq/wall-street-snudde-ned-etter-at-donald-trump-varslet-pressekonferanse-om-kina/2-1-816653
Redigert 20.01.2021 kl 23:32
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omans
28.05.2020 kl 22:47
2332
Det var ikke virusproblemer i 2016, allikevel var Dow på 16-17000. Virusproblemer betyr ikke nødvendigvis at det skal til helvete, uansett q2 er heller ikke avgjørende mhp vekst, det er om 6-9mnd en bør se større fremskritt. Men børs er ikke et direkte speilbilde av makrotall, pga ser så langt fremover.
Redigert 20.01.2021 kl 23:32
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Med S&P 500 på nivå med desember 2019, betyr det at investorer tror at virusproblemene er over om kort tid. De medisinske ekspertene mener vi bare har sett begynnelsen av død og elendighet, og at det verste er foran oss. Viruset trenger noen uker for å "bygge styrke" i befolkningen. Om ca. 4 uker vil vi se om investorene eller de medisinske fagfolkene forstår best hva dette viruset kan utrette.
Redigert 20.01.2021 kl 23:32
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Jensenpirken
28.05.2020 kl 19:25
2436
Dow har gått fra 18000 poeng til nærmere 26000 poeng på meget kort tid så en korreksjon i DOW chartet må på et tidspunkt komme i fremtiden. Enig der.
Redigert 20.01.2021 kl 23:32
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tuja
28.05.2020 kl 19:18
2451
Om det er stille, betyr ikke at boblen snart sprekker. Trådstarter sitt innlegg er ikke mindre relevant for det. Makro og FED sin gjeldsoppbygging går motsatt vei. Alle vet at det til slutt skal balanseres. Hvor går børsen da? Det er ett hav av elendige makrotall som ignoreres, og bull-trapèn blir større og større. Snart skal heisen ned i kjelleren igjen. Tikk-takk......
Redigert 20.01.2021 kl 23:32
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Jensenpirken
28.05.2020 kl 18:51
2487
Det ble stille på denne tråden.
Redigert 20.01.2021 kl 23:32
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Thin Lizzy
08.05.2020 kl 00:22
2661
Boble eller ikke boble. Det er denne mannen, hans håndtering av koronaviruspandemien til nå og dette markedet setter sin lit til i den pågående, elleville børsfesten...
Trump the relentless optimist: Pinning hopes on an economic rebound even amid virus
He takes a positive tone in face of a staggering death toll and unemployment.
Jordyn Phelps
7 May 2020, 23:38
https://abcnews.go.com/Politics/trump-relentless-optimist-pinning-hopes-economic-rebound-amid/story?id=70558163
Trump the relentless optimist: Pinning hopes on an economic rebound even amid virus
He takes a positive tone in face of a staggering death toll and unemployment.
Jordyn Phelps
7 May 2020, 23:38
https://abcnews.go.com/Politics/trump-relentless-optimist-pinning-hopes-economic-rebound-amid/story?id=70558163
Redigert 20.01.2021 kl 23:32
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nordnes
07.05.2020 kl 23:19
2712
Det er vanskelig å skjønne at både arbeidsledigheten og New York børsen kan stige samtidig.
Thin Lizzy
07.05.2020 kl 22:50
2754
En lammende pandemi og enorm arbeidsledighet legger (foreløpig) ingen demper på ellevill børsfest. Tvert imot...
The Nasdaq is now up for the year — here are the index’s best-performing stocks
Published: May 7, 2020 at 4:29 p.m. ET
https://www.marketwatch.com/story/the-nasdaq-is-now-up-for-the-year-here-are-the-indexs-best-performing-stocks-2020-05-07?siteid=bigcharts&dist=bigcharts
The Nasdaq is now up for the year — here are the index’s best-performing stocks
Published: May 7, 2020 at 4:29 p.m. ET
https://www.marketwatch.com/story/the-nasdaq-is-now-up-for-the-year-here-are-the-indexs-best-performing-stocks-2020-05-07?siteid=bigcharts&dist=bigcharts
Redigert 07.05.2020 kl 22:52
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Thin Lizzy
07.05.2020 kl 19:34
2829
S&P 500 henger nå noe enormt på voldsom oppgang i 5 av 500 aksjer.
May 07, 2020 01:09 PM 13 MINUTES AGO
FAANGs plus Microsoft increase hold on S&P 500 index
CHARLES MCGRATH
The FAANGs and Microsoft made up more than a fifth of the market cap of the S&P 500 index as of Tuesday. That hold, about 22%, increased from 18% at the end of the fourth quarter and 17% as of Sept. 30. Netflix and Amazon.com have led the group as the services of the two online giants have been even higher demand than before stay-at-home mandates were passed.
With Microsoft, Apple and Amazon all boasting $1 trillion-plus market caps, the performance of the index is more dependent on the success and failure of a smaller-than-ever number of holdings. Their combined market cap compared to the total size of the cap-weighted index rose 1.7 percentage points over the first four months of the year.
Netflix stock is up about 34% on the year; its streaming traffic has spiked as users remain homebound. Amazon shares are 27% higher in 2020 with shoppers avoiding brick-and-mortar stores due to COVID-19. The online retailer's 2017 acquisition of grocer Whole Foods has also helped drive revenues as the demand for grocery-delivery services has exploded. Returns in 2020 for Google-parent Alphabet and Facebook haven't been as robust as there contemporaries; the two have outperformed the S&P 500 by 12.4% and 13%, respectively.
https://www.pionline.com/interactive/faangs-plus-microsoft-increase-hold-sp-500-index
May 07, 2020 01:09 PM 13 MINUTES AGO
FAANGs plus Microsoft increase hold on S&P 500 index
CHARLES MCGRATH
The FAANGs and Microsoft made up more than a fifth of the market cap of the S&P 500 index as of Tuesday. That hold, about 22%, increased from 18% at the end of the fourth quarter and 17% as of Sept. 30. Netflix and Amazon.com have led the group as the services of the two online giants have been even higher demand than before stay-at-home mandates were passed.
With Microsoft, Apple and Amazon all boasting $1 trillion-plus market caps, the performance of the index is more dependent on the success and failure of a smaller-than-ever number of holdings. Their combined market cap compared to the total size of the cap-weighted index rose 1.7 percentage points over the first four months of the year.
Netflix stock is up about 34% on the year; its streaming traffic has spiked as users remain homebound. Amazon shares are 27% higher in 2020 with shoppers avoiding brick-and-mortar stores due to COVID-19. The online retailer's 2017 acquisition of grocer Whole Foods has also helped drive revenues as the demand for grocery-delivery services has exploded. Returns in 2020 for Google-parent Alphabet and Facebook haven't been as robust as there contemporaries; the two have outperformed the S&P 500 by 12.4% and 13%, respectively.
https://www.pionline.com/interactive/faangs-plus-microsoft-increase-hold-sp-500-index
Thin Lizzy
07.05.2020 kl 19:17
2850
Bare presidenten & Co som har troa nå. Fed var mye mer optimistisk med henblikk på 'quick recovery' ultimo mars. Har også brent mye krutt...
tuja
07.05.2020 kl 19:03
2876
https://www.marketwatch.com/story/feds-daly-says-her-contacts-dont-expect-quick-economic-recovery-2020-05-07?mod=mw_latestnews
Two Federal Reserve district bank president said Thursday they don’t expect a quick rebound in economic activity even as states scale back lockdown measures.
“No one who I talked is looking at a V-shaped recovery, they really think this will be gradual and it will take time to build confidence back up for both workers and consumers,” San Francisco Fed President Mary Daly said, in an interview on Bloomberg Television.
In a separate talk, Minneapolis Fed President Neel Kashkari was also pessimistic.
“I think...for the country the short-term outlook is really bleak,” he said.
“The best case scenario would be a quick bounceback, but it’s hard for me to see that until we get some type of technological breakthrough in a vaccine or a therapy,” Kashkari said.
“We should plan for a much more gradual recovery,” he said.
Two Federal Reserve district bank president said Thursday they don’t expect a quick rebound in economic activity even as states scale back lockdown measures.
“No one who I talked is looking at a V-shaped recovery, they really think this will be gradual and it will take time to build confidence back up for both workers and consumers,” San Francisco Fed President Mary Daly said, in an interview on Bloomberg Television.
In a separate talk, Minneapolis Fed President Neel Kashkari was also pessimistic.
“I think...for the country the short-term outlook is really bleak,” he said.
“The best case scenario would be a quick bounceback, but it’s hard for me to see that until we get some type of technological breakthrough in a vaccine or a therapy,” Kashkari said.
“We should plan for a much more gradual recovery,” he said.
Thin Lizzy
07.05.2020 kl 19:00
2882
Vanskelig å si, men ser ikke lenger bort fra at de greier å holde ballongen oppblåst til Q2 resultatene fra selskapene begynner å tikke inn med den innsatsviljen som legges for dagen for å holde børsene oppe. Er vel av frykt for disse presidenten nå går berserk og feier alle helsefaglige råd til side og fremstår som helt desperat etter å få fart på økonomien, uansett hva det vil koste i form av enda flere tapte menneskeliv. Faren med dette er selvsagt at landskapet kan bli for makabert for de fleste. Hvis et slikt backflash inntrer, sprekker nok bobla mye tidligere, på ganske spektakulært vis, vil jeg tro. Tall for det siste døgnet i USA viser 2 400 nye dødsfall og 24 000 nye smittede.
Redigert 07.05.2020 kl 19:04
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tuja
07.05.2020 kl 18:44
2904
Helt utrolig å se hvordan elendig makro og real økonomi blir skubbet til side. Det er totalt mørke tall all over, men bobla hypes til bristepunktet. Når smeller det?
https://www.marketwatch.com/story/its-devastating-the-jobs-number-will-be-bad-but-the-reality-is-actually-much-worse-warns-the-feds-neel-kashkari-2020-05-07?mod=mw_latestnews
https://www.marketwatch.com/story/the-stock-market-is-pricier-than-its-been-since-the-dot-com-bubble-even-as-earnings-forecasts-continue-to-plunge-2020-05-06?mod=mw_latestnews
Vi er fortsatt i bull-trap og fornektelse. Men deretter kommer frykt og kapitulasjon:
https://seekingalpha.com/article/4342873-great-bear-trap-bull-trap
https://www.marketwatch.com/story/its-devastating-the-jobs-number-will-be-bad-but-the-reality-is-actually-much-worse-warns-the-feds-neel-kashkari-2020-05-07?mod=mw_latestnews
https://www.marketwatch.com/story/the-stock-market-is-pricier-than-its-been-since-the-dot-com-bubble-even-as-earnings-forecasts-continue-to-plunge-2020-05-06?mod=mw_latestnews
Vi er fortsatt i bull-trap og fornektelse. Men deretter kommer frykt og kapitulasjon:
https://seekingalpha.com/article/4342873-great-bear-trap-bull-trap
Thin Lizzy
07.05.2020 kl 17:41
2948
Presidenten bare feier helsefaglige råd fra egen ekspertise (CDC) bryskt til siden. Børsfest it is... koste hva det koste vil... Dance Macabre ... en sikker vinner ... seiersdansen?
Coronavirus update: U.S. death toll tops 73,000, as Trump administration shelves ‘too cautious’ CDC guide on reopening
Published: May 7, 2020 at 11:24 a.m. ET
By Ciara Linnane
Tesla is gearing up to reopen California plant, and retailers Gap and Kohl’s are starting to open stores again
The number of U.S. fatalities from the coronavirus that causes COVID-19 climbed above 73,000 on Thursday, as President Donald Trump’s administration said it is shelving recommendations from the Centers for Disease Control and Prevention on reopening safely because they were too cautious.
The Associated Press was first to report that the government had rejected the advice of its own public-health agency and had told the CDC a draft guide on reopening schools, restaurants, summer camps, churches, day care centers and more “would never see the light of day.” The recommendations included detailed flow charts to be used by local officials.
The news comes as an impatient Trump has repeatedly pushed for states to reopen, supported protests against lockdowns and other restrictions and contradicted medical advice from experts on the task force created to manage the pandemic.
“Local leaders and small businesses are looking to Washington for help ensuring safety for themselves, their workers, and their customers as this pandemic continues to ravage the country,” said Kyle Herrig, president of Accountable.US, a nonpartisan group. “Instead of offering them assistance, Trump is opting to hide the expertise of his own administration’s scientists and public health professionals. What could Trump possibly gain by hiding this guidance, besides covering up his rush to reopen and his administration’s failures with the COVID-19 response?”
https://www.marketwatch.com/story/coronavirus-update-us-death-toll-tops-73000-as-trump-administration-shelves-too-cautious-cdc-guide-on-reopening-2020-05-07?siteid=bigcharts&dist=bigcharts
Coronavirus update: U.S. death toll tops 73,000, as Trump administration shelves ‘too cautious’ CDC guide on reopening
Published: May 7, 2020 at 11:24 a.m. ET
By Ciara Linnane
Tesla is gearing up to reopen California plant, and retailers Gap and Kohl’s are starting to open stores again
The number of U.S. fatalities from the coronavirus that causes COVID-19 climbed above 73,000 on Thursday, as President Donald Trump’s administration said it is shelving recommendations from the Centers for Disease Control and Prevention on reopening safely because they were too cautious.
The Associated Press was first to report that the government had rejected the advice of its own public-health agency and had told the CDC a draft guide on reopening schools, restaurants, summer camps, churches, day care centers and more “would never see the light of day.” The recommendations included detailed flow charts to be used by local officials.
The news comes as an impatient Trump has repeatedly pushed for states to reopen, supported protests against lockdowns and other restrictions and contradicted medical advice from experts on the task force created to manage the pandemic.
“Local leaders and small businesses are looking to Washington for help ensuring safety for themselves, their workers, and their customers as this pandemic continues to ravage the country,” said Kyle Herrig, president of Accountable.US, a nonpartisan group. “Instead of offering them assistance, Trump is opting to hide the expertise of his own administration’s scientists and public health professionals. What could Trump possibly gain by hiding this guidance, besides covering up his rush to reopen and his administration’s failures with the COVID-19 response?”
https://www.marketwatch.com/story/coronavirus-update-us-death-toll-tops-73000-as-trump-administration-shelves-too-cautious-cdc-guide-on-reopening-2020-05-07?siteid=bigcharts&dist=bigcharts
Redigert 07.05.2020 kl 17:45
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Thin Lizzy
05.05.2020 kl 22:51
3103
Løfter om at gull og grønne skoger venter etter at økonomien har passert en strekning med litt humpete vei, har vært å høre fra morgen til kveld hver eneste dag siden Fed kom på banen med 'all guns blazing' ultimo mars, og på disse løftene har børsene steget jevnt og trutt, lenge, 8men...
U.S. trade deficit soars 12% in March as coronavirus slams exporters and tourism
Published: May 5, 2020 at 9:43 a.m. ET
By Jeffry Bartash
Global pandemic causes tourism and travel to collapse
https://www.marketwatch.com/story/us-trade-deficit-soars-12-in-march-as-coronavirus-slams-american-exporters-2020-05-05
'STARTING TO FEEL GOOD' Trump says US is coming back from coronavirus and blasts ‘FALSE’ leaked report daily deaths will DOUBLE by June
Mollie Mansfield, News Reporter
5 May 2020, 13:27Updated: 5 May 2020, 15:03
https://www.thesun.co.uk/news/11553127/trump-us-coronavirus-comeback-false-leaked-memo/
BREAKING|6 796 views|May 5, 2020,10:42am EDT
Trump Lashes Out At ‘Loser’ Anti-Trump GOP Group For Attack Ad
Jack Brewster
Jack BrewsterForbes Staff
Business
I'm a news reporter for Forbes.
Updated May 5, 2020, 12:58pm EDT
TOPLINE President Trump lashed out on Twitter Tuesday morning at the Lincoln Project—a group of anti-Trump Republicans—for an attack ad they made criticizing the president’s response to the coronavirus.
https://www.forbes.com/sites/jackbrewster/2020/05/05/trump-lashes-out-at-loser-anti-trump-gop-group-for-attack-ad/#1369c8ce7da8
DEBT
Consumer debt hits new record of $14.3 trillion
PUBLISHED TUE, MAY 5 202011:00 AM EDTUPDATED 2 HOURS AGO
Jeff Cox
@JEFF.COX.7528
@JEFFCOXCNBCCOM
https://www.cnbc.com/2020/05/05/consumer-debt-hits-new-record-of-14point3-trillion.html
No, the Fed can’t save the junk bond market, Goldman warns
Published: May 5, 2020 at 4:06 p.m. ET
By Andrea Riquier
Over $6 billion has poured into the two biggest below-investment-grade bond funds since the Fed said it would start buying
https://www.marketwatch.com/story/no-the-fed-cant-save-the-junk-bond-market-goldman-cautions-2020-05-05
Disney earnings plummet more than 90% as coronavirus wipes out more than $1 billion
Published: May 5, 2020 at 4:28 p.m. ET
By Jeremy C. Owens
‘https://www.marketwatch.com/story/disney-earnings-plummet-more-than-90-as-coronavirus-wipes-out-1-billion-in-theme-park-sales-2020-05-05?mod=article_inline
U.S. trade deficit soars 12% in March as coronavirus slams exporters and tourism
Published: May 5, 2020 at 9:43 a.m. ET
By Jeffry Bartash
Global pandemic causes tourism and travel to collapse
https://www.marketwatch.com/story/us-trade-deficit-soars-12-in-march-as-coronavirus-slams-american-exporters-2020-05-05
'STARTING TO FEEL GOOD' Trump says US is coming back from coronavirus and blasts ‘FALSE’ leaked report daily deaths will DOUBLE by June
Mollie Mansfield, News Reporter
5 May 2020, 13:27Updated: 5 May 2020, 15:03
https://www.thesun.co.uk/news/11553127/trump-us-coronavirus-comeback-false-leaked-memo/
BREAKING|6 796 views|May 5, 2020,10:42am EDT
Trump Lashes Out At ‘Loser’ Anti-Trump GOP Group For Attack Ad
Jack Brewster
Jack BrewsterForbes Staff
Business
I'm a news reporter for Forbes.
Updated May 5, 2020, 12:58pm EDT
TOPLINE President Trump lashed out on Twitter Tuesday morning at the Lincoln Project—a group of anti-Trump Republicans—for an attack ad they made criticizing the president’s response to the coronavirus.
https://www.forbes.com/sites/jackbrewster/2020/05/05/trump-lashes-out-at-loser-anti-trump-gop-group-for-attack-ad/#1369c8ce7da8
DEBT
Consumer debt hits new record of $14.3 trillion
PUBLISHED TUE, MAY 5 202011:00 AM EDTUPDATED 2 HOURS AGO
Jeff Cox
@JEFF.COX.7528
@JEFFCOXCNBCCOM
https://www.cnbc.com/2020/05/05/consumer-debt-hits-new-record-of-14point3-trillion.html
No, the Fed can’t save the junk bond market, Goldman warns
Published: May 5, 2020 at 4:06 p.m. ET
By Andrea Riquier
Over $6 billion has poured into the two biggest below-investment-grade bond funds since the Fed said it would start buying
https://www.marketwatch.com/story/no-the-fed-cant-save-the-junk-bond-market-goldman-cautions-2020-05-05
Disney earnings plummet more than 90% as coronavirus wipes out more than $1 billion
Published: May 5, 2020 at 4:28 p.m. ET
By Jeremy C. Owens
‘https://www.marketwatch.com/story/disney-earnings-plummet-more-than-90-as-coronavirus-wipes-out-1-billion-in-theme-park-sales-2020-05-05?mod=article_inline
Redigert 06.05.2020 kl 00:43
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Coronavirus has mutated
https://www.cnbc.com/2020/05/05/the-coronavirus-mutated-and-appears-to-be-more-contagious-now-new-study-finds.html
-----------------
"We are now in the ‘already squeezed the reasons for optimism out of the toothpaste tube’ phase and into ‘the hard part 2.0.’”
Summer could bring “hard economic data collapsing like we’ve never seen before, terrible corporate guidance, stories of pending bankruptcies,”
https://www.marketwatch.com/story/this-is-the-trap-awaiting-the-stock-market-ahead-of-a-grim-summer-warns-nomura-strategist-2020-05-05?mod=article_inline
https://www.cnbc.com/2020/05/05/the-coronavirus-mutated-and-appears-to-be-more-contagious-now-new-study-finds.html
-----------------
"We are now in the ‘already squeezed the reasons for optimism out of the toothpaste tube’ phase and into ‘the hard part 2.0.’”
Summer could bring “hard economic data collapsing like we’ve never seen before, terrible corporate guidance, stories of pending bankruptcies,”
https://www.marketwatch.com/story/this-is-the-trap-awaiting-the-stock-market-ahead-of-a-grim-summer-warns-nomura-strategist-2020-05-05?mod=article_inline
Redigert 05.05.2020 kl 23:29
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Thin Lizzy
05.05.2020 kl 11:37
3280
LIVE UPDATE FRA Washington Post. Perfect setting for mer børsfest? Ja, skal man tro på US futures som real-time indikerer børsåpning i overkant av +1% når USA-børsene åpner.
Live Updates
Live updates: Draft report predicts 3,000 daily coronavirus deaths by June as states push to reopen
By
Teo Armus and
Antonia Noori Farzan
May 5, 2020 at 11:22 a.m. GMT+2
As President Trump cheers on governors who cast aside public health benchmarks to reopen their states’ economies, a draft government report predicts that the daily death toll from the coronavirus could reach 3,000 by June 1 — twice the current rate. The alarming projections come as the Senate returns to work and a smattering of states begin to slowly lift restrictions on gyms, beaches, restaurants and retail stores.
Meanwhile, financial woes from the pandemic continue to mount. As the U.S. government tries to stave off economic collapse, the Treasury Department plans to borrow $3 trillion over three months — nearly twice the total amount of debt it took on last year.
Here are some significant developments:
A Family Dollar security guard in Flint, Mich., was fatally shot after telling a woman that her child had to wear a face mask to enter the store, according to prosecutors.
Meanwhile, a California man wore a Ku Klux Klan hood to go grocery shopping after San Diego County made face coverings mandatory in public. Police are looking into the incident.
U.S. pork production is down 50 percent, despite Trump’s order keeping meat plants open, Tyson Foods says.
Anthony S. Fauci, the federal government’s top infectious disease expert, reiterated on Monday that it is unlikely that the coronavirus originated in a lab in Wuhan, China, despite recent remarks from Secretary of State Mike Pompeo and Trump.
A Colorado man who drew attention for using social media to orchestrate an armed rally to protest stay-at-home orders was arrested after pipe bombs were found in his home.
The Supreme Court made history on Monday by hearing oral arguments via teleconference, allowing members of the public to listen in for the first time.
https://www.washingtonpost.com/nation/2020/05/05/coronavirus-update-us/
Live Updates
Live updates: Draft report predicts 3,000 daily coronavirus deaths by June as states push to reopen
By
Teo Armus and
Antonia Noori Farzan
May 5, 2020 at 11:22 a.m. GMT+2
As President Trump cheers on governors who cast aside public health benchmarks to reopen their states’ economies, a draft government report predicts that the daily death toll from the coronavirus could reach 3,000 by June 1 — twice the current rate. The alarming projections come as the Senate returns to work and a smattering of states begin to slowly lift restrictions on gyms, beaches, restaurants and retail stores.
Meanwhile, financial woes from the pandemic continue to mount. As the U.S. government tries to stave off economic collapse, the Treasury Department plans to borrow $3 trillion over three months — nearly twice the total amount of debt it took on last year.
Here are some significant developments:
A Family Dollar security guard in Flint, Mich., was fatally shot after telling a woman that her child had to wear a face mask to enter the store, according to prosecutors.
Meanwhile, a California man wore a Ku Klux Klan hood to go grocery shopping after San Diego County made face coverings mandatory in public. Police are looking into the incident.
U.S. pork production is down 50 percent, despite Trump’s order keeping meat plants open, Tyson Foods says.
Anthony S. Fauci, the federal government’s top infectious disease expert, reiterated on Monday that it is unlikely that the coronavirus originated in a lab in Wuhan, China, despite recent remarks from Secretary of State Mike Pompeo and Trump.
A Colorado man who drew attention for using social media to orchestrate an armed rally to protest stay-at-home orders was arrested after pipe bombs were found in his home.
The Supreme Court made history on Monday by hearing oral arguments via teleconference, allowing members of the public to listen in for the first time.
https://www.washingtonpost.com/nation/2020/05/05/coronavirus-update-us/
Redigert 05.05.2020 kl 12:06
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Thin Lizzy
04.05.2020 kl 21:40
3389
Capitol Report
The U.S. Treasury plans to borrow a record $3 trillion in the second quarter to fight coronavirus—more than twice what it borrowed in all of fiscal 2019
Published: May 4, 2020 at 3:31 p.m. ET
By Greg Robb
Agency sees need to borrow additional $677 billion in July-September quarter
The numbers: The Treasury Department said Monday it expects to borrow a record $3 trillion in the second quarter to pay for the coronavirus relief measures passed by Congress. Looking ahead to the third quarter, Treasury said it expects to borrow $677 billion.
What happened: In February, Treasury had been assuming a modest paydown of debt. This is relatively normal as April 15 is the tax deadline for households. But borrowing plans were upended by the rapid spread of COVID-19 across the country. The borrowing estimate assumes a cash balance of $800 billion at the end of June and at the end of September. Additional details of the borrowing needs will be released at 8:30 a.m. on Wednesday.
Big picture: Congress has approved nearly $3 trillion to aid businesses and workers hurt by the virus and the stay-at-home orders and Treasury has to issue new debt to pay for the spending. The government also lost revenue from the deferral of taxes from April until July. Federal Reserve Chairman Jerome Powell said lawmakers will likely need to pass additional measures if the economy is to rebound strongly later this year.
https://www.marketwatch.com/story/the-us-treasury-plans-to-borrow-a-record-3-trillion-in-the-second-quarter-to-fight-coronavirusmore-than-twice-what-it-borrowed-in-all-of-fiscal-2019-2020-05-04?siteid=bigcharts&dist=bigcharts
The U.S. Treasury plans to borrow a record $3 trillion in the second quarter to fight coronavirus—more than twice what it borrowed in all of fiscal 2019
Published: May 4, 2020 at 3:31 p.m. ET
By Greg Robb
Agency sees need to borrow additional $677 billion in July-September quarter
The numbers: The Treasury Department said Monday it expects to borrow a record $3 trillion in the second quarter to pay for the coronavirus relief measures passed by Congress. Looking ahead to the third quarter, Treasury said it expects to borrow $677 billion.
What happened: In February, Treasury had been assuming a modest paydown of debt. This is relatively normal as April 15 is the tax deadline for households. But borrowing plans were upended by the rapid spread of COVID-19 across the country. The borrowing estimate assumes a cash balance of $800 billion at the end of June and at the end of September. Additional details of the borrowing needs will be released at 8:30 a.m. on Wednesday.
Big picture: Congress has approved nearly $3 trillion to aid businesses and workers hurt by the virus and the stay-at-home orders and Treasury has to issue new debt to pay for the spending. The government also lost revenue from the deferral of taxes from April until July. Federal Reserve Chairman Jerome Powell said lawmakers will likely need to pass additional measures if the economy is to rebound strongly later this year.
https://www.marketwatch.com/story/the-us-treasury-plans-to-borrow-a-record-3-trillion-in-the-second-quarter-to-fight-coronavirusmore-than-twice-what-it-borrowed-in-all-of-fiscal-2019-2020-05-04?siteid=bigcharts&dist=bigcharts
Thin Lizzy
04.05.2020 kl 17:55
3476
This year is lining up exactly like the 2000 dot-com bubble crash — stocks will drop 40% from here, former Goldman manager says
Published: May 4, 2020 at 11:50 a.m. ET
By Callum Keown
https://www.marketwatch.com/story/this-year-is-lining-up-exactly-like-the-2000-dot-com-bubble-crash-stocks-will-drop-40-from-here-former-goldman-manager-says-2020-05-04?siteid=bigcharts&dist=bigcharts
Disney stock falls after analyst warns of ‘incredibly harmful’ fallout from COVID-19
Published: May 4, 2020 at 11:32 a.m. ET
By Emily Bary
Stock downgraded at MoffettNathanson due to concerns that impact to parks and other businesses could take ‘longer than most anticipate’
https://www.marketwatch.com/story/disney-stock-falls-after-analyst-warns-of-incredibly-harmful-fallout-from-covid-19-2020-05-04?siteid=bigcharts&dist=bigcharts
Published: May 4, 2020 at 11:50 a.m. ET
By Callum Keown
https://www.marketwatch.com/story/this-year-is-lining-up-exactly-like-the-2000-dot-com-bubble-crash-stocks-will-drop-40-from-here-former-goldman-manager-says-2020-05-04?siteid=bigcharts&dist=bigcharts
Disney stock falls after analyst warns of ‘incredibly harmful’ fallout from COVID-19
Published: May 4, 2020 at 11:32 a.m. ET
By Emily Bary
Stock downgraded at MoffettNathanson due to concerns that impact to parks and other businesses could take ‘longer than most anticipate’
https://www.marketwatch.com/story/disney-stock-falls-after-analyst-warns-of-incredibly-harmful-fallout-from-covid-19-2020-05-04?siteid=bigcharts&dist=bigcharts
Thin Lizzy
04.05.2020 kl 16:24
3526
Mer protese må til (så lenge det går) .
Fed says it will start buying corporate bond ETFs in early May
Published: May 4, 2020 at 10:17 a.m. ET
By Sunny Oh
The Federal Reserve said it would start buying corporate bond exchange-traded funds in early May, as it offered up further details on its planned purchases of debt from U.S. businesses on Monday. Soon after, the central bank will start purchasing debt issued by companies directly, and from the market. The Fed also said it could buy an entire sale of corporate bonds by itself. Even without having yet bought bonds, the central bank's announcement of the lending programs have been enough to arrest turmoil in corporate bond trading, and has allowed businesses like Boeing to issue debt to raise cash.
https://www.marketwatch.com/story/fed-says-it-will-start-buying-corporate-bond-etfs-in-early-may-2020-05-04?siteid=bigcharts&dist=bigcharts
‘That kind of behavior makes no sense,’ Chamath Palihapitiya says about buybacks and dividend payouts over the past decade
https://www.marketwatch.com/story/sp-500-companies-spent-7-trillion-on-buybacks-and-dividends-and-been-rewarded-by-coronavirus-bailouts-says-social-capital-ceo-2020-04-22?siteid=bigcharts&dist=bigcharts
Fed says it will start buying corporate bond ETFs in early May
Published: May 4, 2020 at 10:17 a.m. ET
By Sunny Oh
The Federal Reserve said it would start buying corporate bond exchange-traded funds in early May, as it offered up further details on its planned purchases of debt from U.S. businesses on Monday. Soon after, the central bank will start purchasing debt issued by companies directly, and from the market. The Fed also said it could buy an entire sale of corporate bonds by itself. Even without having yet bought bonds, the central bank's announcement of the lending programs have been enough to arrest turmoil in corporate bond trading, and has allowed businesses like Boeing to issue debt to raise cash.
https://www.marketwatch.com/story/fed-says-it-will-start-buying-corporate-bond-etfs-in-early-may-2020-05-04?siteid=bigcharts&dist=bigcharts
‘That kind of behavior makes no sense,’ Chamath Palihapitiya says about buybacks and dividend payouts over the past decade
https://www.marketwatch.com/story/sp-500-companies-spent-7-trillion-on-buybacks-and-dividends-and-been-rewarded-by-coronavirus-bailouts-says-social-capital-ceo-2020-04-22?siteid=bigcharts&dist=bigcharts
Redigert 04.05.2020 kl 17:44
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Thin Lizzy
03.05.2020 kl 14:27
3779
Bare i løpet av de siste 5 ukene er det oppgitt at 30 millioner mennesker har blitt arbeidsledige i USA. Et nærmest ufattelig høyt antall. Nå viser imidlertid statistisk materiale innhentet i perioden 22.mars til 18.april at katastrofen trolig er enda mye større fordi registreringssystemet er overbelastet og mer eller mindre har brutt sammen. Således kan det faktiske antallet nye arbeidsledige i USA siste 5 uker være så høyt som 45 millioner! Helt utrolig!
Posted April 28, 2020 at 7:00 am by Ben Zipperer and Elise Gould
Unemployment filing failures
Millions of the newly jobless are going without benefits as the unemployment system buckles under the weight of new claims, according to our new national survey, conducted in mid-April.
For every 10 people who said they successfully filed for unemployment benefits during the previous four weeks:
Three to four additional people tried to apply but could not get through the system to make a claim.
Two additional people did not try to apply because it was too difficult to do so.
These findings imply the official count of unemployment insurance claims likely drastically understates the extent of employment reductions and the need for economic relief during the coronavirus crisis. To quantify the undercount, we look at the 21.5 million workers who filed for unemployment benefits from March 22 to April 18. Our results suggest:
An additional 7.8 to 12.2 million people could have filed for benefits had the process been easier.
After accounting for these workers—who applied but could not get through or did not try because of the difficult process—about half of potential UI applicants are actually receiving benefits.
When we extrapolate our survey findings to the full five weeks of UI claims since March 15, we estimate that an additional 8.9–13.9 million people could have filed for benefits had the process been easier.
These findings on the millions of frustrated filers and the UI system’s low payment rate highlight the need for policies to improve rather than hinder the UI application process. At a minimum, states should presume everyone is eligible and immediately pay benefits, only verifying eligibility and reviewing claims after the unprecedented wave of claims slows down
New survey confirms that millions of jobless were unable to file an unemployment insurance claim
https://www.epi.org/blog/unemployment-filing-failures-new-survey-confirms-that-millions-of-jobless-were-unable-to-file-an-unemployment-insurance-claim/
Posted April 28, 2020 at 7:00 am by Ben Zipperer and Elise Gould
Unemployment filing failures
Millions of the newly jobless are going without benefits as the unemployment system buckles under the weight of new claims, according to our new national survey, conducted in mid-April.
For every 10 people who said they successfully filed for unemployment benefits during the previous four weeks:
Three to four additional people tried to apply but could not get through the system to make a claim.
Two additional people did not try to apply because it was too difficult to do so.
These findings imply the official count of unemployment insurance claims likely drastically understates the extent of employment reductions and the need for economic relief during the coronavirus crisis. To quantify the undercount, we look at the 21.5 million workers who filed for unemployment benefits from March 22 to April 18. Our results suggest:
An additional 7.8 to 12.2 million people could have filed for benefits had the process been easier.
After accounting for these workers—who applied but could not get through or did not try because of the difficult process—about half of potential UI applicants are actually receiving benefits.
When we extrapolate our survey findings to the full five weeks of UI claims since March 15, we estimate that an additional 8.9–13.9 million people could have filed for benefits had the process been easier.
These findings on the millions of frustrated filers and the UI system’s low payment rate highlight the need for policies to improve rather than hinder the UI application process. At a minimum, states should presume everyone is eligible and immediately pay benefits, only verifying eligibility and reviewing claims after the unprecedented wave of claims slows down
New survey confirms that millions of jobless were unable to file an unemployment insurance claim
https://www.epi.org/blog/unemployment-filing-failures-new-survey-confirms-that-millions-of-jobless-were-unable-to-file-an-unemployment-insurance-claim/
Redigert 03.05.2020 kl 14:57
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Thin Lizzy
03.05.2020 kl 12:10
3902
Zombie-selskapene flyr høyt på S&P 500!
April 2020 var zombie-selskapenes store måned på S&P 500. Vil zombie-selskapene som knapt tjener penger, ikke greier å betale ned på sine lån, men til nå såvidt greier å betjene renter fortsette seiersmarsjen i mai og videre fremover?
MARKET NEWS OPINION Published: May 2, 2020 10:00 PM UTC
S&P 500 ‘Zombie’ Apocalypse Looms for the Stock Market
A stunning April statistic on the share price growth for "zombie" companies versus the S&P 500 reveals a lot of froth in the price rally.
W. E. Messamore @thehuli
The S&P 500 just marked its best month since 1987.
But “zombie” companies that barely earn enough to service interest on corporate debt outperformed the index by more than ever before in April.
Even the usually bullish Jim Cramer says, “The market got ahead of itself,” and advises to wait “for the market to go lower to do any buying.”
April was the S&P 500’s best month since 1987. The large-cap index opened the month at the 2,498.08 level and closed Thursday at 2,912.43 for a whopping 16.5% rally.
But ballooning valuations may not be justified by the underlying finances of many S&P 500 companies. While earnings crashed in the first quarter and will likely be worse for quarter two, a corporate debt bubble remains a ticking time bomb for many companies.
The rise of “zombie” companies, just barely able to service the interest on their debt without paying down the principal, poses a severe risk to the stock market rally.
https://www.ccn.com/sp-500-zombie-apocalypse-looms-for-the-stock-market/
April 2020 var zombie-selskapenes store måned på S&P 500. Vil zombie-selskapene som knapt tjener penger, ikke greier å betale ned på sine lån, men til nå såvidt greier å betjene renter fortsette seiersmarsjen i mai og videre fremover?
MARKET NEWS OPINION Published: May 2, 2020 10:00 PM UTC
S&P 500 ‘Zombie’ Apocalypse Looms for the Stock Market
A stunning April statistic on the share price growth for "zombie" companies versus the S&P 500 reveals a lot of froth in the price rally.
W. E. Messamore @thehuli
The S&P 500 just marked its best month since 1987.
But “zombie” companies that barely earn enough to service interest on corporate debt outperformed the index by more than ever before in April.
Even the usually bullish Jim Cramer says, “The market got ahead of itself,” and advises to wait “for the market to go lower to do any buying.”
April was the S&P 500’s best month since 1987. The large-cap index opened the month at the 2,498.08 level and closed Thursday at 2,912.43 for a whopping 16.5% rally.
But ballooning valuations may not be justified by the underlying finances of many S&P 500 companies. While earnings crashed in the first quarter and will likely be worse for quarter two, a corporate debt bubble remains a ticking time bomb for many companies.
The rise of “zombie” companies, just barely able to service the interest on their debt without paying down the principal, poses a severe risk to the stock market rally.
https://www.ccn.com/sp-500-zombie-apocalypse-looms-for-the-stock-market/
Redigert 03.05.2020 kl 12:18
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FunTrade
02.05.2020 kl 21:29
4159
Med andre ord... Currently huge amounts of stupid money in the stock market ...
Thin Lizzy
02.05.2020 kl 21:01
4190
MARKET NEWSOP-ED Published: May 2, 2020 6:00 PM UTC
Warren Buffett Still Preparing for a Market Crash With $137 Billion Cash Pile
Berkshire Hathaway's first quarter SEC filing reveals Warren Buffett is still sitting on a $137 billion cash pile, an epic market snub.
W. E. Messamore @thehuli
Warren Buffett is still sitting on a $137 billion cash pile.
Instead of “buying the dip” Berkshire Hathaway went selling in Q1.
That’s a gloomy stock market prophecy from the Oracle of Omaha.
The 2020 bear market isn’t over yet.
https://www.ccn.com/warren-buffett-still-braced-for-a-market-crash-with-137-billion-cash-pile/
Warren Buffett Still Preparing for a Market Crash With $137 Billion Cash Pile
Berkshire Hathaway's first quarter SEC filing reveals Warren Buffett is still sitting on a $137 billion cash pile, an epic market snub.
W. E. Messamore @thehuli
Warren Buffett is still sitting on a $137 billion cash pile.
Instead of “buying the dip” Berkshire Hathaway went selling in Q1.
That’s a gloomy stock market prophecy from the Oracle of Omaha.
The 2020 bear market isn’t over yet.
https://www.ccn.com/warren-buffett-still-braced-for-a-market-crash-with-137-billion-cash-pile/
Fehirde
02.05.2020 kl 19:23
4276
Sell in may and go away.
Dette ordtaket har nok aldri vært mer på sin plass enn nå!
Dette ordtaket har nok aldri vært mer på sin plass enn nå!
tuja
02.05.2020 kl 18:06
4352
50 min siden
NTB
NHO-sjefen: Økonomien vil være preget av koronakrisen i minst ti år
Den økonomiske krisen vi er inne i nå, kommer til å vare i lang, lang tid, advarer NHO-sjef Ole Erik Almlid.
– Økonomien kommer til å være preget av dette i minst ti år fremover – kanskje lenger. Og de næringene som er mest rammet, kommer til å merke det veldig tydelig i lang tid, sier han i et intervju med Budstikka.
Han understreker at selv om krisen kan vare lenge, så betyr det ikke at livet blir dårlig for alle. Situasjonen nå er annerledes, samfunnet er mer robust og har et langt bedre sikkerhetsnett enn på 1930-tallet, da den forrige virkelig store krisen rammet verdensøkonomien.
Almlid tror også at folks evne og vilje til å bruke digitale verktøy har økt betraktelig med krisen, og at flere i arbeidslivet dermed får økt digital kompetanse.
NTB
NHO-sjefen: Økonomien vil være preget av koronakrisen i minst ti år
Den økonomiske krisen vi er inne i nå, kommer til å vare i lang, lang tid, advarer NHO-sjef Ole Erik Almlid.
– Økonomien kommer til å være preget av dette i minst ti år fremover – kanskje lenger. Og de næringene som er mest rammet, kommer til å merke det veldig tydelig i lang tid, sier han i et intervju med Budstikka.
Han understreker at selv om krisen kan vare lenge, så betyr det ikke at livet blir dårlig for alle. Situasjonen nå er annerledes, samfunnet er mer robust og har et langt bedre sikkerhetsnett enn på 1930-tallet, da den forrige virkelig store krisen rammet verdensøkonomien.
Almlid tror også at folks evne og vilje til å bruke digitale verktøy har økt betraktelig med krisen, og at flere i arbeidslivet dermed får økt digital kompetanse.
Thin Lizzy
02.05.2020 kl 17:29
4400
Som følge av det store børsfallet i mars prøvde mange å fange den fallende kniven, og det har aldri blitt opprettet så mange aksjehandelskontoer for privatinvestorer i USA som da.
https://finansavisen.no/nyheter/markedskommentarer/2020/05/02/7523543/rekordrask-innhenting-i-aksjemarkedet
Fest! Fear of missing out (FOMO)? Bullish eller et illevarsel om at bunnen fra 23.mars etterhvert skal testes? Lever troen på snarlig retur til gull og grønne skoger fortsatt i beste velgående?
https://finansavisen.no/nyheter/markedskommentarer/2020/05/02/7523543/rekordrask-innhenting-i-aksjemarkedet
Fest! Fear of missing out (FOMO)? Bullish eller et illevarsel om at bunnen fra 23.mars etterhvert skal testes? Lever troen på snarlig retur til gull og grønne skoger fortsatt i beste velgående?
Redigert 02.05.2020 kl 17:38
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tuja
02.05.2020 kl 15:47
4490
https://www.marketwatch.com/story/were-unrealistic-about-the-economys-recovery-from-the-coronavirus-and-this-black-hole-illusion-will-cost-us-2020-04-29?mod=mw_latestnews
Prices for stocks, bonds, commodities and other assets have become disconnected from fundamentals. They will need to fall much further if the coronavirus crisis continues for longer than expected, resulting in a deep downturn and a slow recovery.
Prices for stocks, bonds, commodities and other assets have become disconnected from fundamentals. They will need to fall much further if the coronavirus crisis continues for longer than expected, resulting in a deep downturn and a slow recovery.
Thin Lizzy
02.05.2020 kl 12:09
4585
La oss iallefall først og fremst håpe at kostnader når det gjelder liv og helse i forbindelse med gjenåpning av samfunn og økonomi, f. eks. i USA, ikke blir for stor. The Guardian er ei bra avis som man vel kan tro på. Miksturen av aggressive ønsker overfor delstatene fra føderalt hold om snarlig gjenåpning (nå også akkompagnert av støtte til delvis bevæpnede grupperinger som demonstrerer for hurtigere gjenåpning i noen delstater) og et testregime som fremstår som kaotisk, sett i et nasjonalt perspektiv (alle 50 delstater opererer på egenhånd pga manglende sentral styring og koordinering) virker litt skummel.
No leadership and no plan: is Trump about to fail the US on coronavirus testing?
Declarations of false victory and a vacuum of federal leadership have undermined testing as experts warn reopening the US could result in disaster
Sat 2 May 2020 10.00 BST
https://www.theguardian.com/us-news/2020/may/02/donald-trump-us-coronavirus-testing
Trump tweets support for Michigan protesters, some of whom were armed, as 2020 stress mounts
Kevin Liptak-Profile-Image
By Kevin Liptak, CNN
https://edition.cnn.com/2020/05/01/politics/donald-trump-michigan-gretchen-whitmer-protests/index.html
Updated 1922 GMT (0322 HKT) May 1, 2020
No leadership and no plan: is Trump about to fail the US on coronavirus testing?
Declarations of false victory and a vacuum of federal leadership have undermined testing as experts warn reopening the US could result in disaster
Sat 2 May 2020 10.00 BST
https://www.theguardian.com/us-news/2020/may/02/donald-trump-us-coronavirus-testing
Trump tweets support for Michigan protesters, some of whom were armed, as 2020 stress mounts
Kevin Liptak-Profile-Image
By Kevin Liptak, CNN
https://edition.cnn.com/2020/05/01/politics/donald-trump-michigan-gretchen-whitmer-protests/index.html
Updated 1922 GMT (0322 HKT) May 1, 2020
Redigert 02.05.2020 kl 13:04
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tuja
02.05.2020 kl 11:37
4472
https://www.borsen.no/nyheter/frykter-grafen-ignoreres---undergangens-budbringer/72397595
- Mange forstår nok ikke at krisen på etterspørselssiden bare så vidt har begynt å åpenbare seg. Se på oljeindustrien, luftfarten, hele turistbransjen, barer og restauranter, retail og mye mer. Det er ei lang liste over sektorer som kommer til å få ordentlig juling av denne krisa.
- Det kan igjen oversettes til høyere arbeidsledighet, og et tegn på at krisa på etterspørselssiden av økonomien og sjokket det utgjør bare så vidt er i gang, fortsetter hun.
- Altfor tidlig
Hun mener dessuten det er god grunn til å forvente at Norge, og mange andre av verdens land, vil ha uvanlig høy arbeidsledighet i flere år framover.
- Det vil kunne vare helt fram til vi har en vaksine, mener hun og forklarer:
- Selv om barer, restauranter, butikker og sportsarenaer åpner igjen som følge av at restriksjonene løftes, så er det trolig at både ansatte og kunder vil være forsiktige med å returnere som følge av smittefrykt.
«Det er altfor tidlig å være skråsikker på hvor stor lavkonjunkturen som mange land er på vei inn i vil bli, eller hvordan de vil komme ut av det på andre siden. Etter vårt syn så er oljeprisutviklingen undergangens budbringer, og den må ikke avvises som bare et mål på den pågående etterspørselskrisa.»
Hun mener derimot at de lave oljeprisene er et klart tegn på at oppturen på verdens aksjemarkeder er bygd på ustø grunn. Hun tror at oppgangen vil komme mye seinere enn det mange ser ut til å tro.
- Vi har bare fått et lite glimt av krisa. Jeg tror det fortsatt vil ta lang tid før vi får et godt bilde av hvor hardt økonomien rammes, og hvor raskt det er mulig for de ulike landene å løfte seg igjen, sier Foley til Børsen.
- Mange forstår nok ikke at krisen på etterspørselssiden bare så vidt har begynt å åpenbare seg. Se på oljeindustrien, luftfarten, hele turistbransjen, barer og restauranter, retail og mye mer. Det er ei lang liste over sektorer som kommer til å få ordentlig juling av denne krisa.
- Det kan igjen oversettes til høyere arbeidsledighet, og et tegn på at krisa på etterspørselssiden av økonomien og sjokket det utgjør bare så vidt er i gang, fortsetter hun.
- Altfor tidlig
Hun mener dessuten det er god grunn til å forvente at Norge, og mange andre av verdens land, vil ha uvanlig høy arbeidsledighet i flere år framover.
- Det vil kunne vare helt fram til vi har en vaksine, mener hun og forklarer:
- Selv om barer, restauranter, butikker og sportsarenaer åpner igjen som følge av at restriksjonene løftes, så er det trolig at både ansatte og kunder vil være forsiktige med å returnere som følge av smittefrykt.
«Det er altfor tidlig å være skråsikker på hvor stor lavkonjunkturen som mange land er på vei inn i vil bli, eller hvordan de vil komme ut av det på andre siden. Etter vårt syn så er oljeprisutviklingen undergangens budbringer, og den må ikke avvises som bare et mål på den pågående etterspørselskrisa.»
Hun mener derimot at de lave oljeprisene er et klart tegn på at oppturen på verdens aksjemarkeder er bygd på ustø grunn. Hun tror at oppgangen vil komme mye seinere enn det mange ser ut til å tro.
- Vi har bare fått et lite glimt av krisa. Jeg tror det fortsatt vil ta lang tid før vi får et godt bilde av hvor hardt økonomien rammes, og hvor raskt det er mulig for de ulike landene å løfte seg igjen, sier Foley til Børsen.
FunTrade
02.05.2020 kl 10:35
4497
Mulig den er bak oss. Her hjemme har vi et nivå nå som er lik 21 sept 2017, eller pullbacknivået romjulen 2018. Samtidig så har vi realøkonomiske utsikter foran oss nå som ikke er i nærheten av den "normaltilstand" vi var i da. Motsatt har vi nå den enorme likviditetstilførselen i markedene nå, som vi ikke hadde den gang. Hva er halveringstiden for "likviditets-dop", mon tro?
Jeg tror vi skal ned igjen, men det kan være biased av ønsketenkning (paradoksalt nok) for å få lastet opp long:-)
Jeg tror vi skal ned igjen, men det kan være biased av ønsketenkning (paradoksalt nok) for å få lastet opp long:-)
Redigert 02.05.2020 kl 10:36
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Thin Lizzy
01.05.2020 kl 22:36
4683
Alle gode ting er tre så nå lar ikke børsene seg lenger lure med, sier investorene nå?
Børsene er allerede pumpet utrolige 6% i to omganger på i beste fall lindrende virkning av Gileads Remedisivir (hvor mye penger snakker vi om da?????). Nesten 4% 17.april og ++2% i forgårs 29.april. I Kina floppet forøvrig medisinen helt i et forsøk for flere uker siden (les mer om det i innlegg på denne tråden: https://finansavisen.no/forum/thread/97918/view)
Gilead-aksjen mottok forøvrig flere nedgraderinger i dag.
Gilead Hit With Downgrades on Questions of Remdesivir Profit
Bloomberg
Bailey Lipschultz
BloombergMay 1, 2020
https://finance.yahoo.com/news/gilead-slapped-downgrades-questions-remdesivir-122217073.html
Børsene er allerede pumpet utrolige 6% i to omganger på i beste fall lindrende virkning av Gileads Remedisivir (hvor mye penger snakker vi om da?????). Nesten 4% 17.april og ++2% i forgårs 29.april. I Kina floppet forøvrig medisinen helt i et forsøk for flere uker siden (les mer om det i innlegg på denne tråden: https://finansavisen.no/forum/thread/97918/view)
Gilead-aksjen mottok forøvrig flere nedgraderinger i dag.
Gilead Hit With Downgrades on Questions of Remdesivir Profit
Bloomberg
Bailey Lipschultz
BloombergMay 1, 2020
https://finance.yahoo.com/news/gilead-slapped-downgrades-questions-remdesivir-122217073.html
Redigert 01.05.2020 kl 22:42
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omans
01.05.2020 kl 22:14
4714
Det er pullback nå pga Trump sin uavsluttede handelskrig med Kina og litt rasling med sabler, ergo flere får påskudd for å selge etter den historiske oppgangen.
Vix har nok ikke steget like mye på så kort tid før, og avslutningen 18 mars d.å. var ath closing. (82). Intradag var den oppe i 89 ifm finanskrisa, men stengte aldri høyere enn 79. En sentiment måling jg fulgte med på viste en så ekstrem frykt, at instrumentet var sprengt til det ytterste, ikke mulig å måle sterkere frykt, på skala fra 0 til 100 så jeg 1 eller 0, der 0 er størst frykt og 100 er størst grådighet. Nå er den på 43.
Vix kan indikere at bunnen er tilbakelagt:
https://www.schaeffersresearch.com/content/analysis/2020/04/27/why-2020s-crash-isnt-lining-up-with-the-2008-financial-crisis
Vix har nok ikke steget like mye på så kort tid før, og avslutningen 18 mars d.å. var ath closing. (82). Intradag var den oppe i 89 ifm finanskrisa, men stengte aldri høyere enn 79. En sentiment måling jg fulgte med på viste en så ekstrem frykt, at instrumentet var sprengt til det ytterste, ikke mulig å måle sterkere frykt, på skala fra 0 til 100 så jeg 1 eller 0, der 0 er størst frykt og 100 er størst grådighet. Nå er den på 43.
Vix kan indikere at bunnen er tilbakelagt:
https://www.schaeffersresearch.com/content/analysis/2020/04/27/why-2020s-crash-isnt-lining-up-with-the-2008-financial-crisis
Redigert 01.05.2020 kl 22:24
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MASTERCLASS
01.05.2020 kl 22:02
4722
Lå an til å få rett, men så kom den gule mann med en melding 3 minutter før børsslutt som trakk DOW opp til "bare" et fall på 2,55 %:
03:57 Trump says Gilead gets emergency FDA authorization for remdesivir to treat coronavirus: reports
tuja
01.05.2020 kl 21:33
4711
FED reduserer kjøpsprogrammet sitt: FED SLOWS PACE OF TREASURY BUYING TO $8B/DAY FROM $10B/DAY
Og historisk er muligheten for ny bunn større enn det motsatte:
https://www.marketwatch.com/story/will-the-stock-market-tumble-back-to-its-coronavirus-lows-in-march-about-92-years-of-sp-500-history-says-theres-a-good-chance-2020-05-01?mod=mw_latestnews
Og historisk er muligheten for ny bunn større enn det motsatte:
https://www.marketwatch.com/story/will-the-stock-market-tumble-back-to-its-coronavirus-lows-in-march-about-92-years-of-sp-500-history-says-theres-a-good-chance-2020-05-01?mod=mw_latestnews
Thin Lizzy
01.05.2020 kl 21:03
4736
Selvsagt kjipt for de med Tesla-aksjer på en allerede vanskelig børsdag så føler med dem, men...
BUSINESS NEWSOP-ED Published: May 1, 2020 6:07 PM UTC
Elon Musk Had the Guts to Do What the Fed Won’t: Call the Stock Market a Bubble
---------------------
Elon Musk crashed Tesla stock on Friday with a tweet claiming it is overvalued.
After years of CEOs blindly ignoring a growing bubble in asset prices, Musk’s comments are a breath of fresh air.
Jerome Powell and the Federal Reserve could learn something from the tech billionaire.
https://www.marketwatch.com/story/elon-musk-tweets-that-tesla-shares-are-too-high-2020-05-01?siteid=bigcharts&dist=bigcharts
BUSINESS NEWSOP-ED Published: May 1, 2020 6:07 PM UTC
Elon Musk Had the Guts to Do What the Fed Won’t: Call the Stock Market a Bubble
---------------------
Elon Musk crashed Tesla stock on Friday with a tweet claiming it is overvalued.
After years of CEOs blindly ignoring a growing bubble in asset prices, Musk’s comments are a breath of fresh air.
Jerome Powell and the Federal Reserve could learn something from the tech billionaire.
https://www.marketwatch.com/story/elon-musk-tweets-that-tesla-shares-are-too-high-2020-05-01?siteid=bigcharts&dist=bigcharts
Redigert 01.05.2020 kl 21:06
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FunTrade
01.05.2020 kl 18:57
4814
Samtidig sies det (jeg har ikke sjekket selv) av de som har saumfart tidligere nedturer, at S&P i snitt når bunnpunktet 90 dager etter at vix-en topper ut. Hvis dette er statistisk signifikant skal det da i så fall med en overvekt av sannsynlighet komme en bunn rundt St. Hans.
MASTERCLASS
01.05.2020 kl 18:55
4811
Det ligger an til at DOW vil slutte ned over 3 % i dag. Ned 2,5 % nå tre timer før klokken ringer, og siden det er helg så vil det nok på en rød dag etter de siste ukenes kraftige rekyl melde seg flere selgere enn kjøpere.
Vi får se hva som kommer av nyheter neste uke om dette er starten på en større korreksjon ned. Uansett vil jo dagens fall smitte over på Asia-børsene og Europa som vil åpne markert ned mandag
Men alle vet jo nå av erfaring at det ikke skal mer enn en Twitter-melding fra en gul (gal?) gammel mann til å snu opp ned på det meste!
tuja
01.05.2020 kl 17:43
4873
Elon Musk sier rett ut at TESLA er alfor høyt priset:
17:19:22
Leila Feratovic
Tesla-aksjen ned etter Musk-utspill
Administrerende direktør Elon Musk sa at aksjeprisen på Tesla var "for høy" noe som fører til aksjen synker fredag ettermiddag norsk tid.
Tesla sank med syv prosent etter Twitter-meldingen.
Det melder CNBC.
Elon Musk declared that he's selling 'almost all' of his physical belongings and 'will own no house,' and that Tesla's stock price is 'too high'
17:19:22
Leila Feratovic
Tesla-aksjen ned etter Musk-utspill
Administrerende direktør Elon Musk sa at aksjeprisen på Tesla var "for høy" noe som fører til aksjen synker fredag ettermiddag norsk tid.
Tesla sank med syv prosent etter Twitter-meldingen.
Det melder CNBC.
Elon Musk declared that he's selling 'almost all' of his physical belongings and 'will own no house,' and that Tesla's stock price is 'too high'