mandag 25. mars 2013

fredag 8. mars 2013

Uken 11 - 15 Mars


Om den kommende uken fra:
  • Deutsche Bank HER.
  • Helvea HER.
  • ING HER.
  • RBC Capital Markets Fixed Income & Currency HER.

Citi European Portfolio StrategistBetter Than Bonds, Better Than Buffett HER.


onsdag 6. mars 2013

fredag 1. mars 2013

Buffetts siste aksjonærbrev er ute


Året som gikk var ikke helt tilfredstillende i Buffetts øyne:

«When the partnership I ran took control of Berkshire in 1965, I could never have dreamed that a year in which we had a gain of $24.1 billion would be subpar, in terms of the comparison we present on the facing page.

But subpar it was. For the ninth time in 48 years, Berkshire’s percentage increase in book value was less than the S&P’s percentage gain (a calculation that includes dividends as well as price appreciation). In eight of those nine years, it should be noted, the S&P had a gain of 15% or more. We do better when the wind is in our face.»

Last ned hele brevet HER.

Morgenanalysene ved ukeslutt



Oppdateringer fra:
  • Deutsche Bank HER.
  • JP Morgan HER.
  • Nomura HER
  • Berenberg HER
  • Saxo Bank HER

Morgan Stanley: The Great Monetary Easing Part III


Makrorapporten lastes ned HER.