Typically, you get most attention on social media like financial twitter (or X) by publishing the most shocking graph of the weak economic situation and announcing in the same breath that the recession is just around the corner. It remains the responsibility of the viewer to decide how relevant the publication is as a predictor of the recession.

In this posts, let’s about a budding bull market, followed by annual bear comments. I've brought up so many encouraging comments about cheap Finnish stocks that it's time for a little variation.

In this shorter-than-normal post, let's briefly discuss the latest inflation figures in the US. While the consensus in many economies seems to expect a rapid easing of inflation, the UK is a cautionary tale of its persistence.

The demerger process and listing of Mandatum on Nasdaq Helsinki continues as planned and the effective date of the demerger is set to be 1 October 2023. In this blog entry, we address the most common questions shareholders might ask regarding the demerger.

In this post, we talk about how the economy of Germany, an important export partner for Finland, is showing further weakness. There is also a tentative slowdown in the global economic locomotive in the US, but so far it does not seem sufficient to slow inflation, let alone economic growth. Therefore, we will be talking about the possibility of interest rates going much higher. Central banks tend to go overboard in all directions. And this, of course, is a risk for equities.

In this special episode of What’s Up with Stonks, we will focus on the Finnish economy. The economy is going into a small recession and then continues on its familiar path of slow growth. The construction sector is in a slump, but there may be interesting things to pick up from the most hated sector of the stock market. In addition to the gloom, this post will also point out some bright spots in the Finnish economy. However, long-term economic growth requires decisive action from politicians, which is not necessarily something you can count on too much.

In this post, we discuss recent inflation and economic data from both the eurozone and the US. Eurozone banks look ridiculously cheap. It suggests that investors do not believe in the current level of interest rates, nor in the sustainability of the European economy. At the same time, inflation is receding in the US, but winning the first round does not mean that inflation cannot return to the stage. Interest rates may therefore remain higher for longer.

Bear birthday party Nasdaq Helsinki has been in a bear market for almost two years. To mark this dubious anniversary, What’s Up with Stonks is hosting a bear birthday party. In this post, we talk about the bear market, what you can learn from it and what to do with stocks now.

In this post, we talk about how interest rate hikes seem to be peaking in Europe for now. That would be pretty great news for homeowners. Then we move on to the US, the world's largest economy, where I have found more weakness. Cash could still be put to good use in falling stocks.

Climate change is a global supply side shock, but it is still unclear where and when its effects will be felt. So, the shock is non-linear.

In this post, let's highlight some interesting graphs on the market. Then we look at the poor news from the eurozone. Finally, we turn to the US, where the decline in households' appetite for borrowing and the rise in payment problems may point to economic fatigue. If the world's economic locomotive coughs, the rest of the world will get the flu.

In this post, let’s briefly talk about dividends on Nasdaq Helsinki. Generous dividend yields contribute to the cheap valuation of the stock market. We will also look at the Chinese economy that’s been populating the headlines. It is slowing down, but China is unlikely to enter a crisis.

In this post, let’s talk about what's been happening in the stock market while I was on vacation. This also helps me get back to the loop. Let's take a look at results, the bull market that skipped Finland and of course a little bit about interest rates. Finally, there are a few worrying comments about a new bubble in the US.

The economic policy of US President Joe Biden sheds light on the economic growth outlook for the coming years. However, growth is not risk-free, as shown, .e.g., by the decline in the country’s credit rating.

Good investors also learn from the mistakes of other investors, as otherwise this hobby can be costly in the long run.

Creating shareholder value is vital to any listed company’s existence. Shareholder value creation is therefore one of the most important tasks of a listed company.

Mistakes are part of investing and everyone, including professionals, make them. The important thing is to learn from your mistakes.

Economic impacts of climate change have been modelled in many ways, though uncertainties related to outcomes remain high. It is also estimated that climate risks are underpriced in capital markets.

Equity and equity investments are the last in the order of liability under the Companies Act, i.e., the share is always a risky investment. Equity investors naturally want a return for bearing the risk.

When looking at the economic impact, consensus has been reached primarily on the fact that, in one way or another, AI improves productivity, that fundamental pillar of long-term economic growth.