Peter Garnry, CFA
petergarnry.gesdacapital.com
CEO & Co-founder at Gesda Capital. I’m passionated about equity investing and equity valuation. My vision is to show that active equity investing can work if set up properly. I was previously the Chief Investment Strategist at Saxo Bank.
👤 Joined on 17 Aralık 2024
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- 17 Ara 2024, 09:50
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‘The dollar’s traditional status as a haven asset should not be taken for granted during an AI-driven market correction, according to Deutsche Bank AG. One reason for that is the unprecedented scale of foreign exposure to US stocks.’ www.bloomberg.com/news/article...
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Der er en fin artikel om nogle af forholdene i NY Times bsky.app/profile/lavi...
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FEDWATCH: “.. CDS spreads on free-cash-flow-poor companies have spiked, while cash-rich balance sheets remain relatively insulated, signaling that liquidity is becoming the market's most valuable asset.”
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Det er altså fedt at gå rundt med to børn, når folk har gjort så meget ud af det. Selv legepladsen er inddraget. #halloween #allehelgen
Show Post‘S&P lowered the outlook on Meta’s AA- credit grade to negative on Friday. Growing pressure on the company’s balance sheet stemming from elevated spending tied to AI, and rising debt relative to earnings were key factors in the decision.’ www.bloomberg.com/news/article...
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