Wall Street 11 augusti 2025

 


Försvarsaktier faller inför Trump och Putins möte
https://www.svd.se/a/VzE5pW/forsvarsaktier-faller-infor-trump-och-putins-mote


USA-börserna föll tillbaka något 
inför tisdagens viktiga inflationsstatistik
https://www.di.se/live/usa-borserna-sjonk-svagt-infor-viktig-inflationssiffra/


Ford investerar närmare 20 miljarder kronor i en fabrik där man, 
enligt bolaget, 
ska bygga mer prisvärda elbilar.
https://www.di.se/live/ford-investerar-20-miljarder-ska-bygga-prisvard-elbil/



Stockholmsbörsen föll tillbaka på måndagen och 
stängde omkring dagslägsta. Saab och Nibe tappade  
https://www.di.se/live/stockholmsborsen-vande-ned-saab-och-nibe-tappade/



Nvidia and AMD agreed to pay 15% of their revenues 

from Chinese AI chip sales to the US government

in a deal to secure export licenses, an unusual arrangement that may unnerve both US companies and Beijing.

“This seeming quid pro quo is unprecedented from an export control perspective. The arrangement risks invalidating the national security rationale for U.S. export controls,” said Jacob Feldgoise, a researcher at the DC-based Center for Security and Emerging Technology.

Bloomberg 10 August 2025

https://www.bloomberg.com/news/articles/2025-08-10/nvidia-amd-to-pay-15-of-china-chip-sale-income-to-us-ft-says


Billions Flow to New Hedge Funds Focused on AI-Related Bets

Leopold Aschenbrenner, 23-year-old with no professional investing experience,  AI influencer, started Situational Awareness, an AI-focused hedge fund that now manages over $1.5 billion. 

Aschenbrenner, a native of Germany, briefly worked as a researcher at OpenAI before being pushed out.

https://www.wsj.com/finance/investing/billions-flow-to-new-hedge-funds-focused-on-ai-related-bets-48d97f41


Buy the dip generation
https://englundmacro.blogspot.com/2025/08/buy-dip-generation.html





Kommentarer

Skicka en kommentar

Populära inlägg i den här bloggen

My blogg short index

Bild
1968 Vojne, vojne, vänsterdårarna kommer AI Artificial intelligence https://englundmacro.blogspot.com/2025/06/ai-artificial-intelligence.html Akvedukten vid Zaghouan, Sven Otto Littorin och Niall Ferguson. Denna vackra betraktelse från 1994 har sedan dess legat i mitt bakhuvud. https://englundmacro.blogspot.com/2024/04/akvedukten-vid-zaghouan-sven-otto.html Alistair Darling, Northern Rock och Royal Bank of Scotland https://englundmacro.blogspot.com/2025/07/alistair-darling.html Bank stress tests https://englundmacro.blogspot.com/2025/06/bank-stress-tests.html Bessent https://englundmacro.blogspot.com/2025/06/bessent.html Gordon Brown https://englundmacro.blogspot.com/2025/07/gordon-brown_5.html Buy the dip https://englundmacro.blogspot.com/2025/07/buy-dip.html Fastighetsbolagen https://englundmacro.blogspot.com/2025/07/fastighetsbolagen.html Tomas Fischer https://englundmacro.blogspot.com/2025/07/tomas-fischer.html James Grant https://englundmacro.blogspot.com/2025/07/james-grant.h...
Läs mer

Pfizer in 2019 sold $20 billion of drugs in the U.S. Its federal tax bill? Zero; Ireland

Trump has already singled out pharma companies and countries like Ireland that reap the benefits of tax-avoidance moves.  Despite its small size, Ireland ran an $87 billion trade surplus with the U.S. last year—larger than any country except China, Mexico and Vietnam. https://www.wsj.com/health/pharma/how-trumps-tariffs-could-upend-pharmas-overseas-tax-strategy-5b8ca758 Is Ireland vulnerable again as the world’s vast shadow banking system starts to crack? Shadow banking is the dog that has not barked during the latest global spasm of financial stress. This is very fortunate, especially for small countries such as Ireland that have bet the farm on this industry. https://englundmacro.blogspot.com/2023/04/is-ireland-vulnerable-again-as-worlds.html Cayman Islands https://en.wikipedia.org/wiki/Cayman_Islands What the heck is happening in the Cayman Islands? A Sunny Place for a Shady Online Business https://englundmacro.blogspot.com/2021/12/a-sunny-place-for-shady-online-business.html Ti...
Läs mer

Martin Wolf; The next crash - Why this time might not be different

Bild
Stock markets are not only ignoring the obvious threats, but seem imbued with extreme optimism. In the autumn of 1929, Irving Fisher, one of the greatest American economists, stated: “Stock prices have reached what looks like a permanently high plateau.”  This turned out to be one of the most incorrect forecasts ever made: in short order, US and global stock markets were hit by the Great Crash, which was followed by the Great Depression. Maybe markets were in some sense “right” before the crash and wrong after it. But who cared? For investors and the hundreds of millions of people across the world whose lives were upended by the disaster, the gods of the stock market had failed for a generation. Why might this story be relevant today? The answer is that the valuation of US stocks is even higher today than in September 1929.  The first global financial crisis after the disaster of the 1930s in 2007-09: the easy monetary — and relaxed regulatory — policies adopted after the stoc...
Läs mer