Bull market (Through the eyes of a dealmaker)
Wait… 
(In Euro terms)
..Once they slash interest rates over there, that first chart can be made to look like a “really nice bull market” for a long time to come. Too bad that money won’t go as far at that point.
(ps. about 20% of investment assets in cash)
It should also be added that at the same time, we are seeing a record amount of money flowing into Europe from the US and, of course, into large European corporations. This has also been easy to notice during the start of the year, as indices like the OMXH25 and OMXS30 are surging in the green almost every day, while other companies are just crawling along day after day. The stock price development of quite a few large-cap companies in Helsinki is starting to look pretty wild.
There was an article in the FT.
E: Oh well, the link is behind a paywall 
Even those big tech names in the US are incredibly fragile and prone to collapse. Not to mention the small-caps. It’s definitely better to stick to the European markets for now.
There seems to be about a six-month lag before it should start showing up. Coffee and cocoa were available in stores at the same (i.e. cheap) price for a long time back then, even though raw material prices had already skyrocketed globally. But it’s easy to agree with the idea that the drop in the price of a coffee package will certainly be more moderate than the rise. 
And it’s possible that the Fazer Blue bar won’t be getting its 20g back either.
No one has managed to get rich with these Nordic hydrogen wonders. This became a penny stock in crowns for the first time today. I have taken losses along the way.
I really have to appreciate the posters who keep the flame alive in the discussions about this company as well. I still have a small stake in it myself.
If you invested in these during the hydrogen hype, or as a “forward-looking, wise father” put them into a child’s long-term investment account, that wealth has been completely wiped out.
That IBM crash is quite a “sell the news” event. It has been clear to everyone in the industry for a long time that generative AI can efficiently and accurately convert code from one language to another. It just took Anthropic to spell it out for investors.
Verve is apparently taking a beating today. The share price already dipped below 12 SEK, but has since bounced back above 12 SEK → 12.23. Still -6.5% from yesterday’s close even after the bounce.
Could AI be the reason for today’s drop? On the other hand, it’s no wonder if it’s starting to be priced into Verve as well, as it’s being priced into software firms like Microsoft, Constellation Software, Adobe, etc. I guess AI will handle Verve’s tasks if it’s supposedly coding new operating systems for computers too 
There is quite a long way to Inderes’ target price of 20 SEK.
This was apparently anticipated, as the price reaction was so mild. 
At least I tried to warn about the dangers of verveing. Apparently, the fish are biting, but it’s the whiskered kind.
Who needs Microsoft anymore? AI will just whip up better operating systems, Outlooks, and other office tools in no time. 
In Tulikivi, the potential value of the talc project is likely more than the business itself, and that’s why the negative profit warning isn’t making it drop.
Someone once said that when the price of a raw material rises, the price of the finished product rises because of it. Then, when the price of the raw material falls, there is suddenly so much of the finished product in stock at the old price that the price can’t be lowered.
Fodelia also took a -6% hit on no news, is this the next victim of AI disruption? 
I thought the daily turnover for that company was so small that the drop could be partly explained by that, but today the turnover is over €125k, whereas the average is 30-40k.
In these crazy AI times, I have invested in defensive stocks that are stable and predictable. No need to worry about price drops when things just chug along steadily and boringly. For example, a pillar of public catering and security of supply like this:
Tieto is making big moves up and down without any news. I wonder if it’s stuck in some kind of robot limbo?
Why did Mandatum suddenly drop just as the market closed?
