Wall Street 1 oktober 2025

We are all prisoners of our own experience.

Most money managers today do not carry the scars of the dot-com era. Of the approximately 1,700 active large-cap US portfolio managers, just 4% invested through that period. 

There is a difference between living through a downturn and merely reading about it.

John Authers Bloomberg October 1, 2025 

https://englundmacro.blogspot.com/2025/10/assume-ai-bubble-we-are-all-prisoners.html


RE: My formative period in the markets was 1970s Nixonian stagflation

“Stagflation” remains a word not uttered in the polite company of the financial world.'


The reason that markets haven’t jumped yet is that the last great inflation and correction happened in the late 1970s and early 1980s, just long enough ago that most adults in the financial markets don’t remember it.

https://englundmacro.blogspot.com/2025/09/once-in-generation-or-so-investors-take.html


New York stänger på grönt – Intel steg kraftigt
https://www.di.se/live/new-york-borserna-stanger-pa-gront-intel-steg-kraftigt/


Stockholmsbörsen stängde uppåt på onsdagen, 
för fjärde dagen i rad. 
SSAB och Astra Zeneca rusade på munter Stockholmsbörs
https://www.di.se/live/ssab-och-astra-zeneca-rusade-pa-munter-stockholmsbors/









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