Espen Bøe
@espenboee.bsky.social
Norwegian technologist, weekend chef and avid book reader. Hobby mutual fund investor & wine aficionado. Follows the markets closely | Views expressed are my own
Forbereder meg til Norgespris på strøm ved å først skifte kraftleverandør til en leverandør helt uten månedsavgift og påslag pr kWh. Adjø Fortum, velkommen Jærkraft!
September 24, 2025 at 7:24 PM
Forbereder meg til Norgespris på strøm ved å først skifte kraftleverandør til en leverandør helt uten månedsavgift og påslag pr kWh. Adjø Fortum, velkommen Jærkraft!
Three months left to christmas eve... just saying
September 24, 2025 at 12:22 PM
Three months left to christmas eve... just saying
Reposted by Espen Bøe
I think today might have been the largest S&P 500 intraday reversal in at least 40 years.
Since 1983 (when my intraday price data begins), there has never been a session where the market was up over 4% before 11:00a before a loss of more than 5% off that high.
A truly historic collapse.
Since 1983 (when my intraday price data begins), there has never been a session where the market was up over 4% before 11:00a before a loss of more than 5% off that high.
A truly historic collapse.
April 8, 2025 at 7:52 PM
I think today might have been the largest S&P 500 intraday reversal in at least 40 years.
Since 1983 (when my intraday price data begins), there has never been a session where the market was up over 4% before 11:00a before a loss of more than 5% off that high.
A truly historic collapse.
Since 1983 (when my intraday price data begins), there has never been a session where the market was up over 4% before 11:00a before a loss of more than 5% off that high.
A truly historic collapse.
Reposted by Espen Bøe
(AFP) – China, South Korea and Japan agreed Sunday to strengthen free trade in the face of a raft of new tariffs imposed by US President Donald Trump
www.france24.com/en/live-news...
www.france24.com/en/live-news...
China, South Korea and Japan agree to strengthen free trade
China, South Korea and Japan agreed Sunday to strengthen free trade in the face of a raft of new tariffs imposed by US President Donald Trump.
www.france24.com
March 30, 2025 at 11:34 AM
(AFP) – China, South Korea and Japan agreed Sunday to strengthen free trade in the face of a raft of new tariffs imposed by US President Donald Trump
www.france24.com/en/live-news...
www.france24.com/en/live-news...
Dette høres veldig fornuftig ut gitt nåværende situasjon i Europa
Vil gi ti milliarder for å øke våpenproduksjonen (+)
Erna Solberg og Ine Eriksen Søreide foreslår at staten går inn med milliarder i kapital og garantier til Nammo og Kongsberg. Og protester mot ny kruttfabrikk i Asker må overprøves.
www.dn.no
March 12, 2025 at 10:57 AM
Dette høres veldig fornuftig ut gitt nåværende situasjon i Europa
There are more european defence stocks than the "usual suspects" BAE Systems, Hensoldt, Rheinmetall, Thales and Leonardo.
The Nordic stocks Saab AB (SE) and Kongsberg Gruppen (NO) are rarely mentioned. Summa Defence (FI) is planning to be dual-listed in both Stockholm and Helsinki later this year.
The Nordic stocks Saab AB (SE) and Kongsberg Gruppen (NO) are rarely mentioned. Summa Defence (FI) is planning to be dual-listed in both Stockholm and Helsinki later this year.
March 11, 2025 at 9:09 AM
There are more european defence stocks than the "usual suspects" BAE Systems, Hensoldt, Rheinmetall, Thales and Leonardo.
The Nordic stocks Saab AB (SE) and Kongsberg Gruppen (NO) are rarely mentioned. Summa Defence (FI) is planning to be dual-listed in both Stockholm and Helsinki later this year.
The Nordic stocks Saab AB (SE) and Kongsberg Gruppen (NO) are rarely mentioned. Summa Defence (FI) is planning to be dual-listed in both Stockholm and Helsinki later this year.
Finally got around to deactivate my account on X today and deleted the app on all devices. Feels good leaving that place for good after recent developments.
March 11, 2025 at 7:38 AM
Finally got around to deactivate my account on X today and deleted the app on all devices. Feels good leaving that place for good after recent developments.
Kongsberg Gruppen er majoritets-eid av Næringsdepartementet og Nammo AS er 50% eid av Forsvarsmateriell. Begge er statlige selskaper som jobber i forsvarsindustrien. Hvorfor er kun en av disse to notert på Oslo Børs?
February 17, 2025 at 6:26 PM
Kongsberg Gruppen er majoritets-eid av Næringsdepartementet og Nammo AS er 50% eid av Forsvarsmateriell. Begge er statlige selskaper som jobber i forsvarsindustrien. Hvorfor er kun en av disse to notert på Oslo Børs?
Looking at the news today, this is a very relevant article from @wired.com for context and background on Deepseek
www.wired.com/story/deepse...
www.wired.com/story/deepse...
How Chinese AI Startup DeepSeek Made a Model that Rivals OpenAI
When Chinese quant hedge fund founder Liang Wenfeng went into AI research, he took 10,000 Nvidia chips and assembled a team of young, ambitious talent. Two years later, DeepSeek exploded on the scene.
www.wired.com
January 27, 2025 at 7:57 AM
Looking at the news today, this is a very relevant article from @wired.com for context and background on Deepseek
www.wired.com/story/deepse...
www.wired.com/story/deepse...
Reposted by Espen Bøe
I don’t know who needs to hear this, but one day you will pull a book from a bookshelf and that hidden door will finally open for you.
January 15, 2025 at 10:15 PM
I don’t know who needs to hear this, but one day you will pull a book from a bookshelf and that hidden door will finally open for you.
Først Nordea og Alfred Berg i fjor, og i dag Storebrand. Hvor lenge skal eksporten av norsk kapital og etter hvert også arbeidsplasser få fortsette? #aksjefond #fond
www.dn.no/leder/storeb...
www.dn.no/leder/storeb...
DN mener: Flyttestrømmen går nå til et nytt land på S (+)
Storebrand flytter sine fond til Sverige, Alfred Berg har allerede flyttet. Årsaken? Sendrektighet i Finansdepartementet og forsiktighet i Finanstilsynet.
www.dn.no
January 16, 2025 at 6:24 PM
Først Nordea og Alfred Berg i fjor, og i dag Storebrand. Hvor lenge skal eksporten av norsk kapital og etter hvert også arbeidsplasser få fortsette? #aksjefond #fond
www.dn.no/leder/storeb...
www.dn.no/leder/storeb...
Reposted by Espen Bøe
Nvidia is preparing for the post-GPU AI era as it is reportedly recruits ASIC engineers to fend off competition from Broadcom and Marvell.
Broadcom is also getting into custom AI chips for its customers like Apple and OpenAI.
Broadcom is also getting into custom AI chips for its customers like Apple and OpenAI.
January 13, 2025 at 7:50 AM
Nvidia is preparing for the post-GPU AI era as it is reportedly recruits ASIC engineers to fend off competition from Broadcom and Marvell.
Broadcom is also getting into custom AI chips for its customers like Apple and OpenAI.
Broadcom is also getting into custom AI chips for its customers like Apple and OpenAI.
I wonder how soon the Norwegian Government Pension Fund Global and NBIM will follow ABP
Europe’s biggest pension, Dutch ABP, just divested from Tesla because Musk paid himself $56bn.
This is the sort of decision a responsible investment policy leads to.
www.bloomberg.com/news/article...
This is the sort of decision a responsible investment policy leads to.
www.bloomberg.com/news/article...
Europe’s Largest Pension Fund Sold Tesla Stake Over Musk’s Pay
Europe’s largest pension fund sold its entire €571 million ($585 million) stake in Tesla Inc. in the third quarter partly due to disagreement with Elon Musk’s remuneration package.
www.bloomberg.com
January 13, 2025 at 9:27 AM
I wonder how soon the Norwegian Government Pension Fund Global and NBIM will follow ABP