Understand How Markets Actually Work, Learning.Investing.Thriving.

Marc Rudajev

Understand How Markets Actually Work

Learning.Investing.Thriving.

Learning.Investing.Thriving. is built on a simple idea: If you want to build wealth, you need more than stock tips. You need to understand how markets actually work.

Thematic (Sector/Industry)

<ul><li>Every single day there is another signal that the money printer is warming up, we see it in higher rates, bigger deficits, and now in some outlandish promises.</li><li>The president’s speech on September 9th night in Dallas gave us the loudest one yet.</li><li>Here is what was said At the Republican midterm convention, Donald Trump promised a $5,000 “dividend” to every adult US citizen, on two conditions: Republicans have to hold both the House and the Senate in November and the money would have to be spent inside the US.</li></ul>

Every single day there is another signal that the money printer is warming up, we see it in higher rates, bigger deficits, and now in some outlandish promises.The president’s speech on September 9th night in Dallas gave us the loudest one yet.Here is what was said At the Republican midterm convention, Donald Trump promised a $5,000 “dividend” to every adult US citizen, on two conditions: Republicans have to hold both the House and the Senate in November and the money would have to be spent inside the US.

LIT ALERT: The $5,000 Bribe & How To Protect Your Portfolio

<ul><li>A guy named Shagun laid out a plan. The 30-year Treasury yields 5.31%.</li><li>Sell the house. Put the entire $800,000 into Treasuries. Collect $42,480 a year in interest. Use that to pay rent.</li><li>His conclusion: suddenly renting doesn’t sound so stupid. As someone who often struggles with the tradeoff between owning real estate or simply renting, this post peaked my interest.</li></ul>

A guy named Shagun laid out a plan. The 30-year Treasury yields 5.31%.Sell the house. Put the entire $800,000 into Treasuries. Collect $42,480 a year in interest. Use that to pay rent.His conclusion: suddenly renting doesn’t sound so stupid. As someone who often struggles with the tradeoff between owning real estate or simply renting, this post peaked my interest.

Episode 50: The Inflation Problem & How to Fight It (2 Investments For Your Portfolio)

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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Macroeconomics

<ul><li>Welcome to Random Walks Down David's Mind!</li><li>This issue will be a special one, as I explore the delicate relationship between government spending and economic growth, focusing on the contrasting fiscal approaches of the US and Germany over the past 15 years—and their divergent GDP trajectories.</li><li>Recently, I set out to determine to what extent differing levels of government spending could explain these economic differences.</li></ul>

Welcome to Random Walks Down David's Mind!This issue will be a special one, as I explore the delicate relationship between government spending and economic growth, focusing on the contrasting fiscal approaches of the US and Germany over the past 15 years—and their divergent GDP trajectories.Recently, I set out to determine to what extent differing levels of government spending could explain these economic differences.

RW-03-25: Government Spending and Economic Growth: A Comparison Between Germany and the US

External broker reports, Nordea

Nordea

External broker reports

External broker reports(aggregated public sources)

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<ul><li>Fed chair Powell was very clear that getting inflation down to 2% was still the prime objective.</li><li>The Chairman talked about the strengths of the US economy, progress in the labour market and rise in long term rates.</li><li>But he was also cautious and did not offer clear signals of what the Fed intended to do ahead.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Fed chair Powell was very clear that getting inflation down to 2% was still the prime objective.The Chairman talked about the strengths of the US economy, progress in the labour market and rise in long term rates.But he was also cautious and did not offer clear signals of what the Fed intended to do ahead.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays.</li><li>Reduced ECB buying and a rate hike pause while long-term inflation expectations rise suggest "risk-premium".</li><li>Tighter covered spreads=True</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays.Reduced ECB buying and a rate hike pause while long-term inflation expectations rise suggest "risk-premium".Tighter covered spreads=TrueContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

SEK rates weekly: Bond issuance about to level up

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US Treasury (10 Yr Generic) (GT10 GOVT)

LIT ALERT: The $5,000 Bribe & How To Protect Your Portfolio

Every single day there is another signal that the money printer is warming up, we see it in higher rates, bigger deficits, and now in some...

Marc Rudajev

Episode 50: The Inflation Problem & How to Fight It (2 Investments For Your Portfolio)

A guy named Shagun laid out a plan. The 30-year Treasury yields 5.31%. Sell the house. Put the entire $800,000 into Treasuries. Collect $42,480...

Marc Rudajev

RW-03-25: Government Spending and Economic Growth: A Comparison Between Germany and the US

Welcome to Random Walks Down David's Mind! This issue will be a special one, as I explore the delicate relationship between government spending...

Contrarian Cashflows

FOMC Review: Unsure

Fed chair Powell was very clear that getting inflation down to 2% was still the prime objective. The Chairman talked about the strengths of the US...

Nordea

SEK rates weekly: Bond issuance about to level up

In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays. Reduced ECB buying and a rate hike pause...

Nordea

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)