Godmorgon 19 november 2025

 

https://www.marketwatch.com/story/the-s-p-500-and-dow-extend-their-losing-streaks-to-a-fourth-day-are-stocks-headed-for-a-full-10-correction-7635ddbf


Claes Hemberg, Maria Landeborn och Aktieoraklet, börsprofilen Arne Talving, känd som ”Kavastu”
https://englundmacro.blogspot.com/2025/11/claes-hemberg-maria-landeborn-och.html


Frida Bratt, potentiell AI-bubbla i USA och ISK
https://englundmacro.blogspot.com/2025/11/frida-bratt-potentiell-ai-bubbla-i-usa.html


Überdiplomaten Bildt riskerar få läsaren att somna; 
vår tids odelade beundran kommer att visa sig kortlivad
https://englundmacro.blogspot.com/2025/11/uberdiplomaten-bildt-riskerar-fa.html


EU slopar tullfrihet för Temu och Shein
Tullar är ett verktyg som bör användas med försiktighet. En frihandelsorganisation som EU får inte göra det till en vana att höja tullar för att lösa problem.
https://englundmacro.blogspot.com/2025/11/eu-slopar-tullfrihet-for-temu-och-shein.html



Munterheten tilltar på Stockholmsbörsen
https://www.di.se/live/munterheten-tilltar-pa-stockholmsborsen/

Börsen bröt röda sviten – lastbilsjättar ledde lyftet
https://www.di.se/live/borsen-brot-roda-sviten-lastbilsjattar-ledde-lyftet/



New York-börserna stängde svagt uppåt på onsdagen, inför chipjätten Nvidias rapport. Googles moderbolag Alphabet klättrade till en ny rekordnivå efter att bolagets nya AI-uppdatering tagits emot väl av marknaden.



https://www.wsj.com/livecoverage/nvidia-earnings-stock-market-today-11-19-2025/card/u-s-trade-deficit-fell-in-august-delayed-figures-show-5QjSEr1lVanxLmUsgnGY
RE: Jag tycker att man med blotta ögat kan se att 
det rör sig om en omfördelning över tiden.

Red flags are going up across the stock market.



More than 170 money managers handling, in total, nearly $500 billion in investments, told the bank’s latest survey that they are enormously bullish on stocks and are taking on very high levels of risk in their portfolios.

At the same time, a majority tell the bank that they think stocks are overvalued, that artificial-intelligence stocks in particular are in a “bubble,” and that the bursting of that bubble constitutes by far the biggest individual risk to the market.

Confused? You are not alone. But this is disturbingly normal in this industry. Nobody wants to be the first to jump off the bandwagon, no matter how close it gets to the cliff, for fear of missing out.

MarketWatch 18 November 2025


They don’t want to be what investor Mark Kritzman calls “wrong and alone.” 
A manager with one-third of assets in Chinese stocks won’t get fired if that market falls, since almost every other firm has similar exposure. Being wrong together gives every manager plausible deniability.


From FOMO to FOOL
From dipbuyers buying out of Fear Of Missing Out 
to dipsellers selling out of Fear Of Overwhelming Losses

Many investors now believe that private credit is bad enough to need an exterminator - Kackerlackor

https://englundmacro.blogspot.com/2025/11/many-investors-now-believe-that-private.html


Försvaret ska byggas ut. Sverige väljder att låna pengar till en av de största permanenta utgiftsökningarna i modern tid.
Lars Calmfors till Dagens PS om övergivna principer och kostnader som skjuts på framtida generationer. 
Om att politiken riskerar att slarva bort en sällsynt chans att säkra långsiktigt hållbar finansiering av försvaret, när stödet är som starkast och bredast.

DPS 19 november  2025

Vadan och varthän. Vart?

https://englundmacro.blogspot.com/2025/11/vadan-och-varthan-vart.html


Buy the dip

https://englundmacro.blogspot.com/2025/02/buy-dip.html


Dagen innan

https://englundmacro.blogspot.com/2025/11/godmorgon-18-november-2025.html

 


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