Analysis pieces written for the Swedish Daily, SvD Näringsliv – https://www.svd.se
This analysis was first published in SvD Näringsliv, in Swedish, on January 10th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Silicon Valley is entering Washington DC as Trump’s new government takes office. Never before has the political influence of tech companies been so great. But not all changes in the apparatus of state will be welcomed with open arms. When Donald Trump is sworn in […]
This analysis was first published in SvD Näringsliv, in Swedish, on January 7th, 2025. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Why make your own investment decisions when you can copy someone else? A new phenomenon from the US is creating new and unusual ways to trade stocks — by riding on the coattails of celebrities. If you follow the markets, you have almost certainly seen […]
This analysis was first published in SvD Näringsliv, in Swedish, on December 25th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. He has been right on companies like Alibaba, Uber — and Klarna. Masayoshi Son is the legendary investor who plays for extremely high stakes, and sometimes loses everything. But who always comes back to find the next success. It is an investor’s dream. Identify a […]
This analysis was first published in SvD Näringsliv, in Swedish, on December 6th, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The tech elite’s bet on Trump has already started to pay off. With the appointment of David Sacks as “AI and crypto tsar,” the venture capitalists have billions of reasons to celebrate. The Silicon Valley elite gathered for a dinner at venture capitalist David Sacks’ […]
This analysis was first published in SvD Näringsliv, in Swedish, on November 22nd, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The suit sold the dream. The excavator was supposed to do the work. But the visions and the reality never pulled in the same direction at Northvolt. What Peter Carlsson leaves behind is not what he had imagined. It is a bright spring day in […]
This analysis was first published in SvD Näringsliv, in Swedish, on November 21st, 2024. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia doubled its profit and the market responded with an “okay.” The expectations placed on the world’s most valuable company have become a problem — for the entire stock market. There are two types of companies on the stock market. The first requires a trained […]
Musk’s mission: cut 20,000 billion kronor Published in Svenska Dagbladet, 2024-11-13. Translated from Swedish. It is now confirmed — super-entrepreneur Elon Musk is stepping into Washington to clean up among American government agencies. The mission: cut 20,000 billion kronor from the federal budget. Cast your mind back twelve years and try to explain this to someone if you can. A mildly confused Shiba Inu dog becomes popular on the internet. A meme emerges — an […]
Elon Musk bet everything on Trump — and is now more powerful than ever Published in Svenska Dagbladet, 2024-11-06. Translated from Swedish. The world’s richest man played an extraordinarily high-stakes political game. Elon Musk bet everything on red — and won. Now comes the payoff. They were not always close friends, the two most talked-about billionaires in America. In the summer of 2022, Donald Trump’s re-election campaign was already under way, and from a podium […]
Prediction markets ahead of the US election can influence more than money Published in Svenska Dagbladet, 2024-10-29. Translated from Swedish. Want to bet on who will win the US presidential election? With the right prediction you can now make a lot of money. But there are also reasons beyond profit that make speculators want to project a clear winner well ahead of the result. “People overestimate their knowledge and underestimate the probability that they are […]
Did Klarna’s shareholders realise they were voting away their own influence? Published in Svenska Dagbladet, 2024-10-24. Translated from Swedish. The extraordinary general meeting at Klarna is over and the major shareholders got what they wanted. Sebastian Siemiatkowski strengthens his grip ahead of the listing. Why did the other shareholders let it happen? “Minor administrative amendments to the articles of association” is not an agenda item that normally excites shareholders. But in Klarna’s case it concealed […]
