SaxoStrats

Peter Garnry

Head of Equity Strategy

Peter Garnry joined Saxo Bank in 2010 and is Head of Equity Strategy. In 2016, he became responsible for the quantitative strategies team, which focuses on how to apply computer models to financial markets. He develops trading strategies and analyses of the equity markets as well as individual company stocks applying statistics and models.

Garnry developed Saxo Bank’s Alpha Picks which is a monthly publication selecting the most attractive stocks across the US, Europe and Asia. He also contributes to the Saxo Bank Quarterly Outlooks and the annual Outrageous Predictions and is a regular commentator on television, including CNBC and Bloomberg TV.

Follow @PeterGarnry

@petergarnry
RT @fleckcap: im surprised so little was made on fintwit r.e. brainard speech tday, “Today’s low-inflation...requires...a new strategy to a…
@petergarnry
RT @mlipsitch: Experts fear coronavirus will become a pandemic - The Washington Post https://t.co/T9TqkWCsD2
@petergarnry
RT @neil_ferguson: Our latest analysis support that of @mlipsitch and colleagues: At least 2/3 of cases in travellers from China to other c…
@petergarnry
Goodbye semis...sometimes you are just lucky to have perfect timing https://t.co/NE4eFCnZPg
@petergarnry
Our equity view going to the weekend is sell semiconductors. People will be surprised about the Q1 impact and outlo… https://t.co/LMS5NTnxtI
@petergarnry
I'm shocked over all the quant people arguing that the value factor is a historical opportunity. Is this religion o… https://t.co/puwGBeqp5u
@petergarnry
@IcahnSE The question is whether green energy technologies can fill the growing additional energy demand + offset t… https://t.co/REsAXoPmnA
@petergarnry
The thing that powers the world apparently has close to zero value. Makes your head spin. https://t.co/dffgdqVS5n
@petergarnry
RT @saxomarketcall: Today's Market Call podcast: Today talking more profound coronavirus impact risks, gold, EURUSD long term upside tradin…
@petergarnry
United States Steel bid in early trading despite red market...maybe others are making the connection here?? #equities $X
@petergarnry
RT @johnjhardy: Mr @petergarnry came up with idea - I did the chart with the rest of the data to show the leading Philly Fed - is this acti…
@petergarnry
Following up on yesterday's mumbling on factor investing and its potential death with an extended take also taking… https://t.co/KUrSf84RtA
@petergarnry
Philly Fed hits one of the highest levels ever. The only explanation that makes sense is that US firms are using do… https://t.co/Gy4PPpLJU3
@petergarnry
RT @saxomarketcall: Today's Market Call podcast is out discussing the big move in USDJPY and what it implies for markets. We also discuss C…
@petergarnry
@TommiJohnsen There is not much, but this latest from CFM is on to something. This crowding might be a bit less in… https://t.co/uE6HsBrN8F
@petergarnry
@edozar Haha I almost fell off my chair 😂 good point
@petergarnry
RT @HedgeMind: $TSLA Woah 😮, this has to be a trading masterpiece done by hedge fund legend Jim Simons' Renaissance: A 480% increase👇🏿to…
@petergarnry
@MNQuantStrategy @Henrik_Rasmusen Difference between 2000 and 2020 is computing power applied, electronic trading i… https://t.co/cK2MAgONo8
@petergarnry
My feed contains mostly of people that are negative on equities and hate technology stocks. I know all the argument… https://t.co/iU9g3MVEKZ
@petergarnry
@Henrik_Rasmusen @MNQuantStrategy Maybe, I cannot say you are 100% wrong because the long run value premium might b… https://t.co/7IFEMwzEqz
@petergarnry
👇 https://t.co/J2znRKpEuO
@petergarnry
Crazy. Risk management is out the door. But fuels TINA in equities. Be prepared for cutting risk on flip... https://t.co/daRFi4YmRU
@petergarnry
@HayekAndKeynes I’m more in the 1998-2000 replay camp. Many of the same traits. You think 1994 is better?
@petergarnry
@MNQuantStrategy P/B is dead. Capitalizing intangibles makes sense but I don’t think it help much. Value is dead if… https://t.co/iw34LnDi47
@petergarnry
Regardless of Tesla's valuation, critics of EVs have to avoid underestimating the compounding of innovation and how… https://t.co/gFvgFzFI9G
@petergarnry
Is the value factor dead? Whether intangibles are capitalized or not, our view is that the market has become effici… https://t.co/NxuNauarlB
@petergarnry
@carlito_oliveir Equities do respond to growth. It's the asset class discounting growth. It's a very long duration… https://t.co/lqtVEXrbbx
@petergarnry
@CPHtrader Buybacks are not that big relative to shares outstanding to distort the numbers on short time scales. Bu… https://t.co/hBUiMlYVeF
@petergarnry
The only thing that can change this is 1) Bernie Sanders technology break-up / EU technology regulatory warfare, or… https://t.co/ku0skvLjzq
@petergarnry
The major US equity indices are now driven by quasi technology monopolies and as such investors should be careful w… https://t.co/EZxx4ky9Ho
@petergarnry
NASDAQ 100 Index up 52% since 1 Jan 2019 and NYSE FANG+ Index is up 72% in the same period. While many claim insane… https://t.co/Szh6WJhy5H
@petergarnry
@AndreasSteno Even better with technology momentum stocks...you should try it out ;-)
@petergarnry
RT @saxomarketcall: Today's Saxo Market Call podcast. We discuss China stimulus causing equities and oil to rise, but also the interesting…
@petergarnry
RT @saxomarketcall: Transportation stocks are still relatively calm on coronavirus despite talks about global supply chain disruptions #Equ…
@petergarnry
RT @saxomarketcall: Maybe FANG+ stocks are not that outrageous. We talk more about this theme on today's Saxo Market Call podcast https://t…
@petergarnry
RT @TheStalwart: Wow. Massive national lead for Sanders in new NPR poll. Sanders comes in at 31%. Second place is Mike Bloomberg at 19%.…
@petergarnry
RT @C_Barraud: 🇪🇺 #Eurozone ministers discuss fiscal boost options as virus worries weigh - Reuters https://t.co/hPugUIJHyk
@petergarnry
RT @saxomarketcall: Today's Market Call podcast is now out. Today we talk markets sending mixed signals, gold, specific commodity stories a…
@petergarnry
@MagnusBarsoe Hvis LRS virkelig mener en topchef skal have 200x den almindelige lønmodtagers løn og det mestendels… https://t.co/hsMWBtSkwy
@petergarnry
@Maxknew @AndreasSteno Be careful with this type of statistical inference. Note the spread between the two time se… https://t.co/QDzEWHhrFp
@petergarnry
New initiative on our daily Market Call podcast. We will soon begin posting charts used on the podcast on… https://t.co/d5brf0bOqP
@petergarnry
@AndreasSteno Job openings have an element of anticipation of demand and thus comes with forecasting errors by comp… https://t.co/u3Ackc3chu
@petergarnry
RT @johnjhardy: Today's Market Call podcast, discussing which markets offer information value on #COVID19. Also, the first notable macro da…
@petergarnry
RT @johnjhardy: Kraft Heinz was downgraded to junk status by Fitch as the company works to stabilize declining sales https://t.co/wEYnF3hgb…
@petergarnry
The US Chemical Activity Barometer reaches new all-time high in January as growth accelerates. The numbers include… https://t.co/SZRc26zTbR
@petergarnry
Market Call podcast out where we talk about Dem primaries, weak euro, European banks and Softbank result...… https://t.co/dF0UlZgwG6
@petergarnry
RT @johnjhardy: Today's Market Call podcast, talking ongoing coronavirus concerns, the hard-charging US dollar, crude oil and much more ->…
@petergarnry
Reason why Orsted shares are bid. Best positioned to take advantage of this trend. Only time will tell whether thes… https://t.co/SSEBroxmy3
@petergarnry
@Adammargolis Some our sources told us that there is real paranoia in many Asian countries and they were baffled wh… https://t.co/AspRCo0myp
@petergarnry
@rossfmcintyre We tend to agree with the latest price action and information we get on the nCoV. On Monday we will… https://t.co/uG8SQv1EB5

Equities

Equities shrug off South Korea but should they?

Peter Garnry

Head of Equity Strategy

Equities

Is factor investing dying?

Peter Garnry

Head of Equity Strategy

Equities

Equity presentation February 2020

Peter Garnry

Head of Equity Strategy

Equities

Global car market weak but Tesla still on fire

Peter Garnry

Head of Equity Strategy

Equities

Apple warning spooks the market while BHP surprises on earnings and dividends

Peter Garnry

Head of Equity Strategy

Equities

Critical week ahead for mining companies

Peter Garnry

Head of Equity Strategy

Equities

Equities edge higher as Brent crude stress eases

Peter Garnry

Head of Equity Strategy

Equities

Watch global logistics shares for global supply chain signals on coronavirus

Peter Garnry

Head of Equity Strategy

Equities

Was it a false breakout in equities?

Peter Garnry

Head of Equity Strategy

Equities

Our view on the short squeeze in Tesla shares

Peter Garnry

Head of Equity Strategy

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SaxoStrats

Peter Garnry

Follow @PeterGarnry

Equities shrug off South Korea but should they?

Is factor investing dying?

Equity presentation February 2020

Global car market weak but Tesla still on fire

Apple warning spooks the market while BHP surprises on earnings and dividends

Critical week ahead for mining companies

Equities edge higher as Brent crude stress eases

Watch global logistics shares for global supply chain signals on coronavirus

Was it a false breakout in equities?

Our view on the short squeeze in Tesla shares

Our team of experts

Getting started is easy

Create an account

Deposit funds

Do it yourself

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