Helt Harry

@aleabitoreddit Woah! Actually an interesting and relevant comment from this account no? Kudos. Nevertheless; easy come, easy go. USD can equally easily become a victim to hot money outflow.

Woah, Frankfurt Bank strategists say: 8% of US current-account deficit could be refinanced in a single day by overseas demand for SpaceX ( $SPCX ) shares. Excited to see how markets react around a Mega-IPO... Don't think there's been any historical precedence like this yet?

@AndreasSteno 😂😂😂

I think this trajectory is correct

@h79sharesunder @SvenNordenstam "No one exposed this fraud" 🤡

För de som missade gårdagens Intellego presentation. Att påstå att INGEN visade på bedrägeri innan EBM är magstarkt. Framförallt @SvenNordenstam har i många år påpekat knepigheter och på grund av det har flertalet short sellers och sleuths publicerat kritiska rapporter. Denna styrelsen måste verkligen få priset som årets struts. Länk till presentationen : creo-live.creomediamanager.com/dd8ca25f-c137-…

@young_moshood @grok @ChrisDJackson No 😅

Hey @grok, remove the man who is regarded as one of the worst presidents of all time.

@biancoresearch It is a real problem that responses to these surveys have become very partisan. Dem. leaning voters exaggerate their gloomy perception whereas Republicans respond like Comical Ali. The average of the two may be far from reality.

2/2 But if you want to say both are equally important, then the Fed has a measure that combines the inflation expectations measures above with several others, called "Common Inflation Expectations" (CIE). It peaked in June 2022 when YoY CPI was 9%. This year, the CIE has nearly returned to this peak level. On Wednesday, Powell will say "measures of inflation expectations remain contained." As I've said earlier, just because he properly pronounces all these world records correctly doesn't make it so. He needs to explain in detail why this is and why it allows him to cut rates, as the country is raging about affordability. The Fed has plenty of measures (including the public's view above in blue and the all-encompassing CIE below in green) that align with public anger about affordability. Why did they elect to ignore these warning signs and cut rates by 150 basis points since September 2024 (about to be 175 basis points this week)?

1/2 * Blue is the public's view of inflation expectations. It is very high. The Fed might describe it as "unanchored." * Orange is the outlook from bond traders. It remains "well contained" in Fed Speak. Powell includes this standard language near the beginning of every press conference. Here is the October 29, 2025, version. We understand that our actions affect communities, families, and businesses across the country. Everything we do is in service to our public mission. We at the Fed will do everything we can to achieve our maximum employment and price stability goals. Which measure should matter more to the Fed? We would argue the public's view. Powell's repeated explanation of how the Fed works should lead him to agree.

@Th__Nielsen Når noen skriver en hel bok for å dra deg ned i driten uten å kunne tjene på short(!), så vet du at du har en ekte fiende...

For de som liker litt finansdrama fra virkeligheten (og har allerede blitt lei av Intellego) så kom jeg over en bok/write-up som nylig kom ut på Håk Infinity her. Kun lest de første kapitla samt kvartalsrapporten deres foreløpig. Virkelig interessante saker, sikkert smart å gjøre egen DD her

@AbcpokerBI 98'680 på Booli. 59'444 på Hemnet.

@SleepWellTrung @SimeonResearch_ Denial is a river in Egypt.

@SimeonResearch_ Well done, but I thought you even bought more at sek 150? Then some more as it dropped? Hmm... well done for getting out after shares ofc dropped further.

$INT.ST - Q3 2025 📉 After reading the report I was indeed shocked 😳 > For some reason the buybacks aren’t happening and will be another vote? > 83% of the revenue came from the a billing that is supposed to be fully paid in two years, what???? Incredibly shady > CFO stepping down after a 2 month tenure for ‘’other roles’’ and the COO becoming the new CFO ??? > EKN & tangible assets reclassified where used to boost op CF without those factors its very negative > Apparently devices are bought for 5-10k and resold for 40-50k, why isn’s Moveomed buying directly from suppliers? What kind or arbitrage is that > Dosimeters sales were very low for the quarter, not mention of why (timing?) Personally I cannot overlook over those issues! Congratulations to everyone that played the downside move, and called it, really well done! 👏 I fully exited my stake at today at 71 SEK, I had trimmed 30% the position near 110 SEK and another 30% the day before the results (thank God). Even with some smaller trims I did near 200’s this trade was an overall loss. I really do not mind it loss given the big winners this year BUT I am VERY annoyed as was incorrectly lenient with questionable management decisions. When I opened the page I promised to show good & bad trades unlike most here and this was not a good choice on my part. Only things to learn from this experience. 🫡 Onto to the next play my lovely people. 🤝 For shareholders that are still in, I wish you luck and hope this isn’t a fraud hard to argue anymore after this mess.

@berg_bernt @Th__Nielsen Det er vel ikke bare 'behavior gap' og fondsinvestorens feil her... de fleste forvaltere har problemer med å skalere alpha (til og med Buffet) - og han her har vel skalert 100x? Blir automatisk mindre investor return enn investment return dersom strategien ikke skalerer med aum.

Kjenner ikke det omtalte fondets handler / profil i detalj. Men det mest ekstreme eksempel på forskjell fond vs kundeavkastning er det såkalte 'Magellan Paradox': kundene til en av verdens beste forvaltere, Peter Lynch, endte opp med betydelig MINDREavkastning! "Fund return: Average annual return approximately 29.2% from 1977 to 1990. Average client return: Approximately 7%.. Behavioral gap: This difference is a classic example of the "behavior gap," where the investor's emotional actions lead to a return that is much lower than the fund's actual performance. "

Med fare for å støtte en konkurrent så synes jeg det her er en ufair artikkel. Det er i utgangspunktet ikke forvalter som bestemmer når det kommer tegninger (og innløsninger). Forvalter må jo gjøre så godt han kan (etter sine metoder) til enhver tid, så får folk sjøl bestemme om/når de tegner andeler. Og desverre kjenner jeg meg litt igjen. Jeg prøver så godt jeg kan å være transparant og tilgjengelig og tror det er spesielt viktig når kortsiktig avkastninga ikke er så hyggelig. Åkkesom så er hovedregel at det netto kommer mye mer penger inn i fonda når det går kortsiktig bra enn dårlig. Sjølv prøver jeg etter beste evne (i den grad jeg har noe tilgjengelig kapital) å tegne heller når prisen er lav relativt til inntjening/kvalitet. Tror det er lurest, men har ikke lykkes her jeg heller finansavisen.no/finans/2025/10…

@RealJimChanos @CNBCClosingBell L to what V?!? Sounds like a PE exit with a call option.

Did the CEO of Marathon just claim they are making “low to mid-teen returns” on secured (60% LTV) private credit deals?! @CNBCClosingBell

@ekonomigurun_ @grok Kul idè for followers!

Hej @grok om 24h välj en random följare som gillat det här inlägget att vinna 100kr.

@AndreasSteno @AndreasLSteno If this other Steno can avoid populistic rants and stick to the otherwise high quality posts, I might follow him instead!😅

Please help me report this scamster @AndreasLSteno I do NOT have a secret “personal” extra account here, on telegram or elsewhere. It is all driven by scamsters

@Ingeborgrh Bestilt!

Nå er endelig boka «En usannsynlig spion» snart klar, for deg som vil lese historien om en kvinnelig norsk spion gjennom 27 år, om spionasje, kald krig og KGBs metoder. Kommer i september, men den kan allerede forhåndsbestilles: til.ark.no/usannsynligspi…

@mintzmyer @lh_barstad @sentdefender @gCaptain @tradewindsnews Tankers Front Eagle and Adalynn Collide East of the Strait of Hormuz | Was GPS Spoofing the Cause? youtu.be/F4dWc9JD6Uo

@biancoresearch Exit USD.

Donald Trump has called Federal Reserve chair Jay Powell a “numbskull” for not cutting interest rates, saying the White House may “have to force something” if the US central bank does not reduce borrowing costs. “We are going to spend $600bn a year because of one numbskull that sits there, [saying] ‘I don’t see enough reason to cut the rates’,” Trump told reporters, referring to Powell, who he has nicknamed “too late”. The president added: “I may have to force something.” Trump did not specify what he meant by force — and said he would not fire the Fed chair ahead of the end of his term in May 2026.

In Haaretz Hebrew, 22 May, former Israeli PM Olmert says he used to think that the mass killing of civilians in Gaza was a result of a "tragic war" & he denied the charges of genocide & war crimes, but now he thinks: it is an intentional annihilation. archive.ph/3vvOi

@Brad_Setser So simple, yet so undervalued point. When explaining change people tend to overemphasize news and events - and forget the level it came from.

One point is simple -- the dollar was already very strong, and in some ways at a level that could only be sustained by an ever increasing global bet on US exceptionalism even as the US tradeables sector shrunk ...

Tariffs were expected to push up the dollar -- Yet when Trump delivered on his promise to be the tariff man, the dollar fell. Why? My theories cfr.org/blog/why-didnt…

@Th__Nielsen Just saying... Fondsbransjen har like stor grad av overlønnsomhet som bankene. 'Moat' konstruert av Finanstilsynet. Og kunder med begrenset innkjøpskompetanse.

@HarryHelt Hvordan er lønnsomheten der? Mange selskaper? Generiske? Nødvendige?

Det her blir jeg faktisk litt provosert over. 94 av 96 banker i Norge tjente penger i 2024, altså omtrent alle. I flybransjen er det 2-3 selskaper som stort sett taper masse penger og/eller konker over tid. Virker som det nesten ikke er konkurranse i bankmarkedet tross de mange banker. Banksjefene er bestevenner med hverandre og konkurransetilsynet godkjenner alt mulig av fusjoner i tillegg. Taperne er selvsagt oss forbrukere, mens sparebankinvestorene kan gni seg i henda. Mvh sinnatagg finanswatch.no/nyheter/bank/a…