Morten Nielsen @MNQuantStrategy

Quantitative Strategist and soccer enthusiast | Tweets about finance and soccer | Views and account are my own and not investment advice. Silkeborg, Danmark Joined January 2019

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Morten Nielsen @MNQuantStrategy

9 months ago

Er du/i ved at kigge på vinterferien og/eller sommeren? Så er vores sommerhus/byhus i Løkken klar til at blive lejet. 300m til hhv. vand og gågade/centrum😊☀️🏡🌊 feriepartner.dk/sommerhus/l%C3…

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Morten Nielsen @MNQuantStrategy

9 months ago

Under konsensus, over Fed's målsætning. h/t @KimFster #CPI #finans

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Morten Nielsen @MNQuantStrategy

11 months ago

Interesting post by @robin_j_brooks, if you remember August 2015 (huge CNY devaluation), but I also remember how markets rebonded in February 2016. China’s move on stimulus and tariff approach are the Keys imo.

Robin Brooks @robin_j_brooks

11 months ago

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Robin Brooks @robin_j_brooks

11 months ago

The US election is a game changer for markets. If the US puts further tariffs on China, this will weaken China's Yuan and pull all other Asian currencies down as well. You can see markets prepare for this in Yen speculative positioning. Markets just flipped back to big shorts...

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Morten Nielsen @MNQuantStrategy

2 years ago

I'm definitely not a fan of the so-called 'Fed model', but from a factor perspective I agree with the view, that the Value investor will find it very, very difficult to find a huge appearence of something she/he likes in the US currently. #equities #Aktien #aktier

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Morten Nielsen @MNQuantStrategy

2 years ago

Momentum still in favour: No changes in market attitude despite recent indications of potential higher inflation. Momentum is the game in town - for now. #equities #FinancialMarkets

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Morten Nielsen @MNQuantStrategy

2 years ago

NFP: Now that's a Value report! In the relative game of factors, this bodes well for Value as a single obs. Benign economic growth (for now), massive wage growth surprise, Fed dovish priced in prior to the numbers. DAX marginally up, S&P500 marginal down as a proxy. #equities

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Morten Nielsen @MNQuantStrategy

2 years ago

Factor x-ray of a selection of thematic ETF's by Jyske Quant - this is the exposure toward positive, robust, relatively uncorrelated risk premiums. #aktier #ETFs #equities #stockmarkets #Quant

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Morten Nielsen @MNQuantStrategy

2 years ago

38% of ‘cargo by Air’ went through the ‘belly’ og passenger airlines from 1Q-3Q 2023. Source: IATA. Imo a relevant element to notice as more cargo might go via ‘Air’ due to the situation in the Red Sea. #FinancialMarkets #supplychains

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Niels Rønholt @NielsRonholt

2 years ago

Vi havde 1,0 %. Kerneinflationen m/m er igen lavere end selv vores lave skøn. Vi har nu haft fem mdr. i træk med meget lavt inflationspres. Priserne holdes i ro eller sættes ned efter stort energiprisfald. Vores skøn for 2024 som helhed er 1,5 % (2,2 % for kerne) #dkøko

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Ib Fredslund Madsen @ibfmadsen

2 years ago

jyskebank.tv/finans-brief-f… I dagens Finans Brief samler vi op på aktiemarkedet efter første negative uge siden oktober 2023. Ugens vigtigste nøgletal er de amerikansk inflation. Start på regnskabssæsonen i USA og økonomiske konsekvenser af angreb på skibe i Det Røde hav.

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Ib Fredslund Madsen @ibfmadsen

2 years ago

jyskebank.tv/finans-brief-s… Når man ser på agendaen for den her finansuge, så passer den gamle julesang i overskriften fint. Både store centralbankmøder i Fed og ECB og vigtige nøgletal skal overstås inden jul. Få overblikket i dagens Finans Brief.

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Niels Rønholt @NielsRonholt

2 years ago

Måske venter der prisfald forude. Foreløbig tror vi, at inflationen stiger fra nul i oktober til omtrent 1 % i november i nye tal på mandag. Fordi energipriserne trækker mindre ned end i oktober. borsen.dk/nyheder/okonom…

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Ib Fredslund Madsen @ibfmadsen

2 years ago

jyskebank.tv/finans-brief-m… I denne uges Finans Brief får vi besøg af The Magnificent Seven og får styr på ugens finansbegivenheder: Europæisk CPI, amerikansk forbrug og industribarometer plus fokus på omsætningstallene fra Black Friday i USA.

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Jyske Bank Research @Jyske_Research

2 years ago

Ønsker du at øge din eksponering inden for sektoren Stabilt Forbrug, så kan du som investor med fordel kigge i retning af underkategorien "bredspektret detailhandel." Se mere på: jyskebank.tv/pres-pa-de-ame…

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Morten Nielsen @MNQuantStrategy

2 years ago

This time at the year😄😄 #mathfun

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Morten Nielsen @MNQuantStrategy

2 years ago

🖥️Kort faktor- og multifaktoropdatering med base i Jyske Quant Global Large Cap Equities. ↗️Både Value, Quality og Momentum har bidraget positivt til multifaktor-performance åtd. 📞bit.ly/45s4xjC ⚙️Ræk ud for at høre nærmere. #aktier #fintwit #dkfinans #quant

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Morten Nielsen @MNQuantStrategy

2 years ago

So, Energy is often quoted as a 'cyclical sector'. Personally, I don't like the label because: It depends. It depends on factor characteristics. In a non-recessionary scenario, where Energy is high Value, high Quality, low Momentum - Energy should not act that 'cyclical'.

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Morten Nielsen @MNQuantStrategy

2 years ago

🤔🤔🤔🤔🤔🤔🤔 When you realize that the average global large cap equity only has delivered 1.43% ytd....... #equities #fintwit #finanstwitter #marketstrategy

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Ib Fredslund Madsen @ibfmadsen

2 years ago

jyskebank.tv/finans-brief-s… Vi står foran en stor centralbank uge med Fed-mødet som vigtigste begivenhed. Vi runder de første økonomiske signaler for september, PMI’erne, og ser på hvad aktiernes ”gåen i takt” kan fortælle os om markedet.