Den två år långa ökenvandringen är över

På fredagen nådde Stockholmsbörsens storbolagsindex OMXS30 nämligen ett nytt intradags-rekord, och den högsta nivån sedan januari 2022. 

DI 1 mars 2024

https://www.di.se/analys/ny-dromgrans-darfor-ska-borsen-fortsatta-stiga/


A golden age for stockmarkets is drawing to a close

Share prices may be surging, but even AI is unlikely to drive a repeat of the past decade’s performance

Stockmarkets tend to rise gradually; recently they have soared. 

American stocks are up by 21% since the end of October and stand roughly 5% above their vertiginous peak in January 2022. 

One conclusion might be that a bubble is waiting to pop, valuations

Yet there are also reasons to see markets’ exuberance as rational.

The economy continues to defy gravity. 

Nvidia

Businesses talk non-stop about generative ai but it remains at the experimental stage. 

As a result, even if ai is destined to transform societies utterly, today’s investors may struggle to pick which companies will make money. 

The Economist 29 February 2024 

https://www.economist.com/leaders/2024/02/29/stocks-are-booming-but-their-golden-age-is-drawing-to-a-close


Aktiechefen: "Europa är väldigt lågt värderat"

DI 1 mars 2024

https://www.di.se/ditv/borsmorgon/aktiechefen-europa-ar-valdigt-lagt-varderat/


Strategen ser ”drömscenario”

https://englundmacro.blogspot.com/2024/02/strategen-ser-dromscenario.html


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