Quarterly Outlook
Q4 Outlook for Investors: Diversify like it’s 2025 – don’t fall for déjà vu
Jacob Falkencrone
Global Head of Investment Strategy
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What Stocks are Saxo Clients Buying and Selling – 13 October
Neil Wilson
Investor Content Strategist
Summary: In this series you will gain the exclusive insight of what Saxo clients are buying and selling week on week. This is not financial advice, Capital at Risk.
Most Bought and Sold Stocks Last Week Tech giants Meta, Amazon and Palantir were among the most heavily bought stocks on the platform last week. Among the biggest relative position changes, which helps illustrate short-term trends, crypto stocks BitMine Immersion Technologies, Strategy and Circle Internet saw some of the most pronounced change in activity. Ferrari also saw a big position shift as clients bought into weakness after it suffered its worst one-day fall on record after slashing EV targets. Rolls-Royce was popular as it had a rare dose of weakness last week. Quantum computing stocks remained very popular with strong buying in the likes of Rigetti, D-Wave and IonQ. Clients were net sellers of Intel and AMD into strength, while Micron was again being sold. Here’s a rundown of the top 20 most actively traded stocks with the percentage of buys. Top Stocks Buy% NVIDIA Corp. 48% Tesla Inc. 57% Meta Platforms Inc. 75% Palantir Technologies Inc. 63% Amazon.com Inc. 55% Rolls-Royce Holdings PLC 67% Alphabet Inc. Class A 55% Intel Corp. 62% Rigetti Computing, Inc. 50% IonQ Inc. 60% Microsoft Corp. 48% Robinhood Markets Inc. 66% Apple Inc. 53% CoreWeave Inc. 58% Oracle Corp. 47% Advanced Micro Devices Inc. 48% Coinbase Global Inc 45% Nebius Group NV 58% Vanguard S&P 500 Dist UCITS ETF 71% BitMine Immersion Technologies Inc 93% Source: Saxo Check out last month's most popular shares.
Quarterly Outlook
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Quarterly Outlook
Q4 Outlook for Traders: The Fed is back in easing mode. Is this time different?
John J. Hardy
Global Head of Macro Strategy
The Fed launched a new easing cycle in late Q3. Will this cycle now play out like 2000 or 2007? -
Quarterly Outlook
Q3 Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
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Quarterly Outlook
Q3 Macro Outlook: Less chaos, and hopefully a bit more clarity
John J. Hardy
Global Head of Macro Strategy
After the chaos of Q2, the quarter ahead should get a bit more clarity on how Trump 2.0 is impacting... -
Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
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Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
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Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
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Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist