This analysis was first published in SvD Näringsliv, in Swedish, on September 15th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The AI trend is stronger than ever and is pulling the entire American stock market toward new heights. But more and more signals suggest that the top may be near. “We didn’t see it coming.” The familiar explanation, heard all too often when something unexpected […]
This analysis was first published in SvD Näringsliv, in Swedish, on September 12th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Grand promises about the future just made Oracle founder Larry Ellison the world’s richest man. But the deal that sent the stock soaring is far from certain. A strange thing happened with cloud company Oracle this week. The figures in the quarterly report were worse […]
This analysis was first published in SvD Näringsliv, in Swedish, on September 10th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Klarna opens with a surge on the American stock exchange. Billions in market value are added immediately. But the listing is more of a new start than a finish line. Sweaty palms, elation, nerves. Putting your life’s work on the stock exchange is a big […]
This analysis was first published in SvD Näringsliv, in Swedish, on September 2nd, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Boosted by a buoyant market, it is time for Klarna to list in New York. After a turbulent period for the world, a window has opened that Sebastian Siemiatkowski intends to use. When you’re about to set sail, you do well to check the weather […]
This analysis was first published in SvD Näringsliv, in Swedish, on August 28th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Chip company Nvidia has stopped being seen as a company and has instead become a global phenomenon. It continues to press strongly ahead — but are investors beginning to sense the top is near? As the ninth company in world history, Nvidia crossed the trillion-dollar […]
This analysis was first published in SvD Näringsliv, in Swedish, on August 27th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Scammers are using Meta’s platforms to defraud small investors. But when SvD asks questions, there is no one willing to answer. Next door to Ikea and the Ministry of Defence sits what is probably Sweden’s most successful shell company. You likely know them better as […]
Friends, For a few years now, I have taken a special interest in how new technology phenomena affects regular financial markets. For Svenska Dagbladet, I have written about everything from the short squeeze in Gamestop to prediction markets and bitcoin treasury companies. Underpinning it all is a sense that something fundamental is changing. Why do so many choose to invest their money into these new things? What happened to saving money in a low-cost index […]
This analysis was first published in SvD Näringsliv, in Swedish, on August 21st, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Meta is posting record profits and investing more than ever in AI. But look closely at the accounting, and there’s a potential cost bomb hiding in the numbers. Some phrases become immediately memorable. In 2020, investor Puru Saxena posted the following brief comment on Twitter: […]
Economic phenomena like meme stocks, SPACs and cryptocurrencies are often presented as the new wave of financial markets. But beneath the surface, what is emerging looks less like a stock exchange and more like a casino. Theo4. That was one of the big winners of the U.S. presidential election. After Donald Trump clinched the victory, the pseudonymous Theo4 made a fortune on Polymarket, an American prediction market. For correctly forecasting the outcome, he pocketed more […]
This analysis was first published in SvD Näringsliv, in Swedish, on August 7th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The Northvolt bankruptcy estate is being bought up by the American company Lyten. The sale is a comeback — but it came at a high price. Bankruptcy administrator Mikael Kubu has probably not had a particularly relaxing summer. After Northvolt went bankrupt in March this […]
