Market Comment
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
Vad är det som fäller marknaden?
”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
Inflation Rebound
Inflation Rebound Last time inflation was as high on the agenda as it is today was probably in the early days of the QE experiment. Back then, quite a few
Neox Capital started Buffett-inspired fund for retail, professional and institutional markets.
Neox Capital starts new Buffett-inspired fund for retail, professional and institutional markets. Link Dagens Industri: Neox offers data-driven equity management to wealthy customers. Now we are also starting a European
Speculation is mostly short term
During short periods of stress, the stock market focuses mostly on speculation. It also puts pressure on long-term owners. Then it is reassuring that Neox portfolios with quality companies often