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Nov 4 • 5 tweets • 2 min read
NYHEDER
Milliardærklubben - En podcast om alt det banken ikke fortæller dig!

Verden står i flammer og tiden kalder derfor mere end nogensinde før på uafhængige vurderinger af verdens gang. I Milliardærklubben er ingen særinteresser velkomne.

#dkpol #dkbiz #dkmedier

1/n
Derfor kommer vi ikke til at invitere eksperter inden for, som har en interesse i at sælge et bestemt produkt.

For hvordan kan man som virksomhed eller privatperson vide sig sikker på, at man får de uvildige vurderinger, som er nødvendige for at komme igennem krisen?

2/n
Milliardærklubben vil hver mandag morgen kigge frem på ugen der kommer. Hvilke tendenser bør man holde øje med i finansmarkederne og hvilke politiske temaer får indflydelse på verdensøkonomien?

3/n
Hver fredag eftermiddag sender Milliardærklubben et ”ugen i revy”, som vil have mere løssluppen karakter og indeholde ugens kåringer. Finans- og geopolitik er ikke kedeligt, når man er i det rette selskab!

4/n
Find Milliardærklubben på Podimo eller i din foretrukne podcast app. Vi ligger i det åbne RSS feed det næste stykke tid.

Vi udkommer første gang mandag d. 7 november til morgentrafikken. Vi høres ved 👍👏

podcasts.apple.com/dk/podcast/mil…

5/n

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More from @AndreasSteno

AndreasStenoLarsen Profile picture
Nov 3
The Fed has a golden opportunity to give the middle finger to the "Fed put" narrative

A thread 1/n😱🤡
Powell basically reiterated that the Fed will keep inflation > stock market in its considerations for the next meetings despite clear signals of a substantially weakening economy

This is a BIG change of scenery from the 2010-2021 Fed

2/n
Most investment professionals have gotten used to almost automatic pivots, if the business cycle weakens enough (below 50 in ISM is pivot territory)...

But the tide has turned politically, which is a noteworthy development

3/n
Read 10 tweets
AndreasStenoLarsen Profile picture
Nov 1
Endnu engang har aftenens dækning på både TV2 og DR afsløret eklatant mangel på statistisk kundskab i prognosemageriet. Jammerlig justering af demografi/geografi i de første prognoser.

Så vidt jeg kan regne kommer Mette meget meget tæt på 90 mandater

#dkpol #dkmedier
Særligt justeringen af Danmarksdemokraterne var helt helt off. Exit-poll på lige omkring 7% er ikke helt skæv
Deres fejljustering af Danmarksdemokraterne er så pinagtig, at jeg mangler ord. Deres første prognoser kommer til at ramme 3.5-4%-point forkert. Det kan man kun gøre, hvis man ikke forstår sig på statistik.
Read 7 tweets
AndreasStenoLarsen Profile picture
Nov 1
As October is now past us, lets break down some of the most interesting developments in equity-space over the past month.

A thread 1/n
What a rebound in Dow! Would be fun if Dow Jones ended 2022 UP on the year..

Also worth noting that small-cap is starting to move ..

Long small cap, short big tech?

2/n
Pulling back the curtain, we see energy stocks still leading the sub-indices. Consumer discretionary and tech suffer, while staples have held ground (Long bottom vs. short top of Mazlow)

This is a textbook inflation/uncertainty rotation... BUT do note the move in Utilities

3/n
Read 10 tweets
AndreasStenoLarsen Profile picture
Nov 1
What's going on with the BIZARRE diesel prices in the North East of US? 🤯

A thread 1/n
The Nov/Dec spread has exploded to the upside hinting of substantial supply scarcity heading into winter, but what are the underlying reasons?

2/n
Chart H/T (@TgMacro) - a must follow in Energy space
The "days of supply" of Diesel is LOW compared to history as the inventory level has remained relatively stable nominally compared to a substantially rising demand

3/n
Read 10 tweets
AndreasStenoLarsen Profile picture
Oct 30
What's going on in Natural Gas? We recorded 45 minutes around the situation and discussed how to trade it in this weeks "The Macro Trading Floor"

Find the episode on all podcast apps and on YouTube. Links below
Youtube:
Apple: podcasts.apple.com/podcast/natura…
Read 4 tweets
AndreasStenoLarsen Profile picture
Oct 30
Question to all of the monetarists out there

Why is European inflation HIGHER than US inflation when the Fed printed MUCH more than the ECB as a % of GDP in 2020/2021?

Isn't inflation supposed to be a monetary phenonemon ONLY?
The answer is clearly energy.. I agree..

So the war is the important driver of European inflation after all?
Calling @neelkashkari , @MaMoMVPY and others.

You are surprisingly quiet when your textbook narrative is not able to explain the reality
Read 4 tweets

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