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Lorenz Müller
CNBC International Live
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Comments by "Lorenz Müller" (@lorenzmuller3542) on "CNBC International Live" channel.
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He didn't say that.
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@Timothy_Pitt Ah, I see. i'm not invested already. Just doing my research. And yeah, there are better value plays out there. Always think in opportunity costs!
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We all have to deal with negative rates. Keep holding your assets but try to hide somewhere safe. Maybe gold is the place to be apart from stocks?
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BP may be an interesting investment.
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But when will that happen. Probably not until 2022 or 2023.
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@__Mauro__ They told us they'll tolerate inflation of 2%+x. We need to see that materialize first. The point we are in does not correlate with an exuberance in the real economy so I would not be too worried. In fact, this is the beginning of a new cycle.
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Hey sunny, are you invested in tobacco? I think vaping and cannabis are interesting growth prospects and it's obviously out of favor in a nice free cash flow story. I haven't decided between BATS and IMP, though. IMP seems way cheaper, what is your take?
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At some point when inflation kicks in and central banks need to hike rates, Barclays will make a ton of money!
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I'm already invested indirectly with Alibaba so I might stay on the sideline.
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Gold as an insurance policy for the next inevitable crash.
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bs
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Si senor!
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