”Kombination av högre inflation och räntor som sedan spillt över på teknikbolagen, då man tror att de högbelånade teknikbolagen kommer att gå sämre. Återigen är det kvalitet som man måste söka.
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Share buyback programs, where companies repurchase some of their own stocks can be seen as a complement to dividends. In some justifications it can be more tax efficient than dividends. We put buybacks in historical perspective and discuss some articles…
Why Markets Obsess Over Macro — And What We’re Missing Modern market narratives revolve around geopolitics, central banks, inflation, QT/QE, and fiscal policy, while company fundamentals attract far less attention. This shift stems from the rise of passive investing, benchmark-driven mandates, regulatory pressure, and…
Market shock events have historically not affected the stock markets as severe as one might think. Drawdowns are lesser than expected and recovery is rather swift. Even the Pearl Harbor attack in 1941, an enormous shock during an ongoing world…