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 – 6 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 BitMine Immersion Technologies was about the most popular stock last week among clients, closely followed by Amazon and CoreWeave, another AI play. More AI and AI adjacent stocks were popular, including Nebius Group, Intel and Palantir Clients were active in Nvidia and Tesla as ever but were just about net sellers. We also saw selling in Micron, SoFi and Robinhood. Our most popular ETF was the iShares Physical Gold ETC, while Rolls-Royce was the top UK-listed stock for clients last week. Here’s a rundown of the top 20 most actively traded stocks with percentage of buys. Top Stocks (by activity) Buy% NVIDIA Corp. 47% Tesla Inc. 47% Amazon.com Inc. 67% CoreWeave Inc. 59% Micron Technology Inc. 40% Alphabet Inc. Class A 50% BitMine Immersion Technologies Inc 91% Nebius Group NV 62% Robinhood Markets Inc. 27% Intel Corp. 71% Palantir Technologies Inc. 54% Rolls-Royce Holdings PLC 53% SoFi Technologies Inc 40% Meta Platforms Inc. 67% IREN Ltd. 67% iShares Physical Gold ETC 92% Rigetti Computing, Inc. 58% Wolfspeed Inc. 46% Advanced Micro Devices Inc. 56% Oklo Inc. 65% 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