Godmorgon 5 november 2025

New York-börserna studsade tillbaka från tisdagens fall 
men tappade fart i sluthandeln. 
Högsta domstolen ställt kritiska frågor 
om president Donald Trumps tullar,
 förhoppningar om att delar av dem kan rullas tillbaka 
– Ford och GM vinnare.
https://www.di.se/live/hd-kritik-mot-trumps-tullar-lyfte-wall-street-ford-och-gm-vinnare/
 

 


Palantir’s $493 billion market capitalization before a recent selloff.

Before Tuesday’s open, Palantir’s valuation was 255.3 times forward earnings, the highest ever for any company of its size.

MarketWatch 4 November 2025
https://www.marketwatch.com/story/palantir-was-the-most-expensive-stock-ever-for-a-company-of-its-size-until-the-selloff-623715c2


Palantir’s growth partly reflects the surging popularity of AIP, its suite of AI software. 

Its model of helping its clients implement its software by embedding so-called “forward-deployed engineers” (FDEs) in their organisations  

The Economist 5 november 2025
 




Zohran Mamdani, 34, just elected New York City’s next mayor built his campaign around making the Big Apple more affordable.

One of his major promises was a pledge to keep rents in check. It’s certainly an issue in the city, where the median asking rent is $3,491.
MarketWatch 4 November 2025


Apple budget Mac.

Apple is facing a growing threat from Chromebooks, the low-cost laptops that run Google’s operating system, Chrome OS. 
The new device, code-named J700, will target people who primarily browse the web, work on documents or conduct light media editing, and will be sold for well under $1,000.
Bloomberg 4 November 2025
https://www.bloomberg.com/news/articles/2025-11-04/apple-readies-a-low-cost-laptop-to-rival-chromebooks-and-windows-pcs

Chromebook
https://englundmacro.blogspot.com/2025/01/chromebook-keyboard-shortcuts-and.html


Min spådom: Frida Bratt, Klas Eklund och Maria Landeborn kommer att mana till lugn och besinning och, framförallt, uppmana oss att inte lösa in våra fondandelar.
https://englundmacro.blogspot.com/2025/01/frida-bratt-konstaterar-att-det-ar.html



Riksbanken lämnar styrräntan oförändrad på 1,75 procent.

Dipbuyers ger inte upp så lätt.


Högsta domstolen, HD, ska hålla huvudförhandling i fallet med Swedbanks tidigare vd Birgitte Bonnesen, som dömts för grovt svindleri.
DI 5 november 2025
https://englundmacro.blogspot.com/2025/06/hogsta-domstolen-tar-upp-malet-mot.html


Tummen upp
https://www.di.se/analys/tre-heta-nyforvarv-till-di-s-smabolagsportfolj/


Day traders who pile into the hottest stocks got a tough lesson yesterday in what happens when a bull market abruptly hits a wall.

Global tech-led selloff has already moderated. 

For now, the buy-the-dip crowd is right until proven wrong.
https://www.bloomberg.com/news/newsletters/2025-11-05/dip-buyers-are-itching-to-hit-that-buy-button-on-stocks

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


Global Chip Selloff Erases $500 Billion 
https://www.bloomberg.com/news/articles/2025-11-05/global-chip-selloff-erases-500-billion-in-value-as-fears-mount

Monetary Creation and Destruction 
Det fördes länge en debatt monetarister emellan om vilket penningmängdsmått, M, som skulle vara bäst för att förutse framtiden.

Själv har jag tänkt mig att hushåll och företag har en skattkista, där överst finns kassa och bank, längre ner värdepapper, belåningsmöjligheter och fastigheter och längst ner "The Family Silver".
https://englundmacro.blogspot.com/2025/01/vad-ar-pengar-m1-m2-m3-osv-monetary.html

Nu har alltså skattkistan minskat med $500 Billion, typ 5.000 miljarder SEK. 

Det råder också en samvariation mellan aktiekurser och bostadspriser. 
När aktierna stiger är det många som kan lägga på en miljon extra i budgivningen och när bostadspriserna sjunker är det många som funderar extra på om de skall investera mer på börsen. 

Elementärt, min kära Watson




Ghana, Africa’s top gold producer

“The rally in gold is beneficial for a small group of countries in emerging markets such as Uzbekistan, Ghana and South Africa,”  

“The wider story of the rising gold price is that investors are increasingly looking for alternative investments away from the more traditional developed market currencies, particularly the US dollar.”


Gårdagen

https://englundmacro.blogspot.com/2025/11/godmorgon-4-november-2025.html


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