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AndreasStenoLarsen Profile picture
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Dec 7 • 5 tweets • 3 min read
Kryptoskandalen på dansk jord!

Hvornår tager finanstilsynet eller danske medier fat i de danske "finfluencere" som gennem 2021 tjente på ukritisk at "pumpe" information ud om f.eks. pyramidespilsplatformen Celsius, som nu er gået konkurs?

#DKMEDIER #dkoeko #dkkrim #DKBIZ

1/n Image
Først "Daniels Pengetips", som er Danmarks største finfluencerside på YouTube, som HELT ukritisk har modtaget penge for at pumpe Celsius til sagesløse modtagere

"Tjen penge uden at lave noget" var budskabet. Skal Daniel ikke betale sine ofre tilbage? Det synes jeg..

2/n Image
Hvad med profilen "Økonomichefen" som ligeledes modtog betaling fra Celsius for at føre markedsføringskampagne forklædt som uafhængige / uskyldige pengetips

3/n Image
Er det ikke noget for jer at dykke ned i?

@finanshaj @Finansdk @FinansTor @finanswatch
Vi følger op på sagen fredag i Milliardærklubben:
linktr.ee/milliardaerklu…

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More from @AndreasSteno

AndreasStenoLarsen Profile picture
Dec 9
80 Trillion USD in missing debt?

I have seen so many atrocious takes on this story, that I feel the need to clarify a few things

A thread 1/n
So what is this missing USD debt?

Well, it is basically made up by FX hedges by your local pension fund and your local export company

It is a 100% standard practice by companies- and institutions that operate across borders to use these type of instruments to hedge risk

2/n
A European pension fund -or a European export company either holds USD assets or expects to receive USDs in return for future sales..

In both cases they have USD receivables at a known or unknown future date

3/n
Read 11 tweets
AndreasStenoLarsen Profile picture
Dec 5
Saudi Arabia Cuts Oil Prices for Asia Amid Signs of Weak Demand!

A thread on what is going on! 😱

1/n
Saudi Arabia interestingly brings down the price premium on Arab Light oil to Asia at the same day as the European oil embargo and the G7 cap on Russian oil goes live

The spread to the benchmark is now just 3.3 from almost 10$ bbl earlier this year

2/n
Either this is a signal that China and other Asian countries will be continously flooded with Russian supply due to the European embargo or else this is just a clear sign of weakening demand

3/n
Read 7 tweets
AndreasStenoLarsen Profile picture
Dec 4
Is the any energy left in the energy trade?

My bet is no short-term..

A short thread why 1/n
Mind the gap!

There is a substantial gap between energy stocks and energy markets. We rarely see such gaps materialize and this is one of the biggest gaps measured in standard-deviations over the past decade.

2/n Image
Demand for freight is falling apart..

Goods inflation is likely to run around 0% in May-2023 and this ought to be a most obvious hint for the demand of energy as well

3/n Image
Read 5 tweets
AndreasStenoLarsen Profile picture
Dec 3
It is time to take a look at how traders are positioned across assets.. Is it time for a new market sell-off?

I tend to think so.. A thread 1/n
Positioning in e.g. Russel 2000 has gone from extremely bearish in August/September to just mildly bearish through November

This leaves a better risk/reward in expecting another downturn from current positioning levels

2/n
The net positioning in EUR vs. USD has made a REMARKABLE turn and we are now in territory where one could argue that EUR longs are getting strecthed..

Do note that EURUSD has made it to levels just below 1.05 given such a change in sentiment. I would have expected more

3/n
Read 9 tweets
AndreasStenoLarsen Profile picture
Dec 1
We launch our first Watch Series on Real Estate

Our base-case is a drawdown of 15-20% in 2023, but which markets will suffer the most?

A short thread 1/n
We have compiled a fundamental solidity score for most major markets based on % of floating rate exposure, indebtness of households and the shock in interest rates

Poland, Norway, Australia, Sweden and Canada will suffer due to a large exposure to a rates shock

2/n
A country like Sweden could be faced with a >30% drawdown from peak to trough based on some of our indicators.
Canada could suffer from the same cocktail, while countries with a less direct and swift exposure to rate shocks will suffer less

3/n
Read 6 tweets
AndreasStenoLarsen Profile picture
Nov 29
The thing I love the most about the self-proclaimed Twitter police is that one is NOT allowed to tweet a chart of a 100% public time series from Bloomberg without h/t’ing the person who spend 2-3 seconds pulling the chart first

It is hillariously stupid
I urge all of you to use as many of my charts as possible and I dont care if you hat tip

And a little tip for the Twitter police.. add a source description..: Image
Here is an example

1) Brent reads about remittances in one of my products in Oct

2) Brent updates a chart on remittances

3) I borrow the chart from Brent with 100% public information

4) Brent accuses me of being a fraud and a plagiarist

You cannot make this shit up..
Read 4 tweets

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