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Monthly Archive for: "February, 2021"
Home » Archives for February 2021
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By Sune Hojgaard Sorensen, Managing Director
In Strategic Perspective
Posted February 25, 2021

THE STRATEGIC PERSPECTIVE – WEEK OF FEB 26, 2021

Macro Trends: In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at the confluence of long-term macro trends that is setting up strong demand dynamics for [...]

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By Sune Hojgaard Sorensen, Managing Director
In Strategic Perspective
Posted February 19, 2021

THE STRATEGIC PERSPECTIVE – WEEK OF FEB 19, 2021

Macro Trends: In this week’s edition Sune Hojgaard Sorensen, our Director of Macro Research, takes a look at the demographic trends in the US, and how they are set to change the political [...]

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An emotional financial journey: The story of the lizard brain and the semiconductor… 
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By Sune Hojgaard Sorensen, Managing Director
In Strategic Thoughts
Posted February 19, 2021

An emotional financial journey: The story of the lizard brain and the semiconductor… 

“Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, one by one.” – Charles Mackay, Extraordinary Popular Delusions [...]

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By Sune Hojgaard Sorensen, Managing Director
In Strategic Perspective
Posted February 13, 2021

The Strategic Perspective – Week of Feb 12, 2021

Macro Trends: A big week in the Crypto sphere: While the noise is all about the price movements and of course Elon, the more important questions are about application and adoption. Are the [...]

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