Comments by "Lorenz Müller" (@lorenzmuller3542) on "Bloomberg Television" channel.

  1. I have to say this but coming from Europe, the only country which hasn't let me down entirely with my preceived beliefs has been the US. And to some extend some Scandinavian countries such as Sweden. But New Zealand, Australia, Canada? Wow. Who would have thought. Disappointing.
    34
  2. These guys crying are NOT pro markets!
    29
  3. One of the very few people I listen to!
    22
  4. Entertainment, leisure, hardware, REITs, gold.
    21
  5. I don't trust the Chinese 'statistics'.
    21
  6. Well, hence the inflation. That's the plan. To let the public and the poor pay off the deficit. It's more popular than raising taxes.
    20
  7. Equal rules for everyone!
    19
  8. Who's gonna benefit? Uhm, Gov. Gary Johnson maybe? He's got the winning arguments.
    17
  9. Don't kid yourself. Russia has both the resources and the will to keep this fight going.
    15
  10. Let's hope that governments won't bail out these badly managed companies. Let the market do its thing.
    14
  11. Oh my god. Who the heck is that crackpot?
    14
  12. SPCE doesn't even have any revenue and it's got a market cap of 5.8bn. People need to start thinking for themselves.
    12
  13. Delusional.
    12
  14. "Or the Dollar!" Ha!
    11
  15. I'm sorry but this monetary game is dangerous. Study the economic history of Weimar.
    11
  16. Hope the western world will get its act together and finally strike some trade deals.
    11
  17. He is missing one fundamental point: Not all stocks are going up, so how can this be a bubble then? Cyclicals have not recovered, look at industrials for instance. He's totally off on this!
    10
  18. "Stocks are real assets" - wrong. They are financial assets. Real, hard assets are commodities, real estate, gold...
    10
  19. I don't buy it. This guy is a fraudster who claims to be on the side of the "small guy". I call bs!
    10
  20. Delusional.
    10
  21. This is not capitalism. It's socialism for the rich and well connected.
    9
  22. My guess is humans need something physical to attach a value to it over long periods of time. Think of real estate, metals, businesses/stocks. Those are real things. Digital (fiat) money, NFTs not so much. I think many overestimate the world of bits and bytes while underestimating the world of Adam and Eve, as I think Peter Thiel once stated.
    9
  23. Gay ETF
    9
  24. She will get crushed at some point. Valuations don't matter to her, apparently.
    9
  25. Oh no, watch out! It's Krugmaaan! Brrrrrrrr
    9
  26. Are we heading into a centrally planned 'green' economy? If so, then the next thing would historically speaking be fascism.
    8
  27. Being too far ahead of your time is indistinguishable from being wrong.
    8
  28. Bitcon!
    8
  29. Online dating sucks! It's superficial, boring and meaningless.
    8
  30. Did not expect him to be able to speak English like this!
    8
  31. Now? What the heck!?
    7
  32. Why would oil prices rise? There's too much of it and the Saudis and Russians have extremely low production costs leading them to pump til eternity...
    7
  33. Bad questions.
    7
  34. I will use CNBC only as a contraindicator and will stick to Bloomberg.
    7
  35. $3 Trillion in 2022 money, so...
    7
  36. Well, if you hold it for a few years to wait for a big crash once rates have to move up, then it's ok! If you are already invested.
    7
  37. Why would they need to buy equities? This is insane and this guy is really shameless.
    7
  38. Agree with the balance sheet being weak but the structural decline argument is silly. Movie theaters will be around for a long long time.
    7
  39. We have to ramp up military spending. Particularily in NATO-Europe. And send arms to Ukraine NOW!
    7
  40. Excuse me, people die from it. Especially elderly and people with pneumonic preexisting conditions.
    6
  41.  @venge1315  Compared to Ukraine? Russia will only lose if the western world intervenes either directly or indirectly in a significant way and they won't. We all should prevent a world war.
    6
  42. There will be a deal. Period.
    6
  43. So the UK is uninvestable now too?
    6
  44. "Liquiddidddy liquiddiddy liquiddiddy" - stop bringing this guy on.
    6
  45. Haha, what if Jim suggest going long his short ETF? lol
    6
  46. Buy the energy engineering and construction companies. The value is in the services sector at these levels.
    6
  47. He's absolutely right on Google and GM. And he got lots of contrarian things right in the past. Enjoy losing your gambling money buying overpriced US equities. Look at the freaking Nikkei.
    6
  48.  @SkeeNnN  This.
    6
  49. Are we in 2020 still?
    6
  50. Futures DOWN after this! Monday will be RED globally!
    6
  51. Well, that's science. There's no absolute answer to everything. It's the opposite of Trumpism...
    5
  52. Yes, I agree. Aphria and Aurora will win big.
    5
  53. They will fail either way with their crappy business. But it's certainly disgusting.
    5
  54. It's crazy to think that monetary policy can actually fight global warming.
    5
  55. He's basically saying: Buy Barrick.
    5
  56. Why should investors listen to bankers?
    5
  57. It is real BS to think that the majority of those Asian 'Zillenials' is even aware of ESG. Completely off!
    5
  58. I like that they see value in retail and commercial real estate as well as public market equities. Although a little more insight would be of interest.
    5
  59. I'd buy Barrick Gold.
    5
  60. S&P down to 2100 sounds reasonable. We're in a recession. Demand won't be around for a few months at least. Wait for earnings to valuate stocks and markets.
    5
  61. Somebody tell him to stop touching his face.
    5
  62. Right?
    5
  63. Gaining information, commercializing space travel
    5
  64. Well, question remains if you have to be new and fancy to innovate and to automate. I'd say no. Old legacy businesses may innovate as well and reinvent themselves. Just think of the restaurant space: they implement ghost kitchens, they introduce apps, they use intelligent digital boards, they do tons of automation... It doesn't have to look cool in order for it to work!
    5
  65. I would rather go long gold as it usually lags oil. But oil will certainly work out fine as well.
    5
  66. liquiddiddy liquiddiddy liquiddiddy. yada yada yada. gobbledeegook.
    5
  67. Somehow it's fishy.
    5
  68. I find the host incredibly arrogant and annoying.
    5
  69.  @benjamindover4337  I doubt that but ok.
    5
  70. Cronyisaaaaaahm.
    4
  71. lol
    4
  72.  @Memento-_-Mori-_-982  I don't think there is anything remarkbable about this interview. Nothing. It's flat and doesn't give you ANY insight.
    4
  73. Yes. Correlated. So there's no big point for me to buy gold at these levels compared to great stocks.
    4
  74. I'm sorry but I have to say this: Why do you give this man air time? He has been wrong all along.
    4
  75. Avocado farming requires TONS of water. TONS!
    4
  76.  @haowu9661  Yeah, I also think TSLA's valuations is crazy. But you don't have to agree with me. Go ahead.
    4
  77. Well, he is fully invested in equities himself.
    4
  78. Is so, prices would have to increase a lot.
    4
  79. "Well, of course I'm talking my own book here, but..."
    4
  80. Question is, what are value stocks....
    4
  81. Can only buy Indian companies such as Reliance Industries and Tata Steel with my broker. Haven't decided which one is more interesting long-term.
    4
  82. No thanks. No "portfolio management" and no cult stocks.
    4
  83. Uneven you say! Well, maybe that's your fault in some sense, huh...?!
    4
  84. Why would you own an extremely capital intensive telco...?
    4
  85. I would never invest in China. If you wanna play the Chinese growth story, go with Coke, Nike, Starbucks, Restaurant Brands etc.
    4
  86. Yes, but only single digit.
    4
  87. I continue to buy movie theaters and distressed mall REITs.
    4
  88. In Europe lots of stuff gets seized. Not just if you're an oligarch.
    4
  89. Declining
    4
  90. It's just a no brainer that Tesla is overhyped. This is crazy for a company not turning a profit. Go into EM and buy Gold and maybe Bitcoin.
    4
  91. Politicking
    4
  92. With commodities, nothing can be priced in. Those are real time spot prices.
    3
  93.  @giovannipantorno884  I agree. Although a "shrinking" business is not always the worst idea. For instance, take a look at Xerox.
    3
  94. fraud
    3
  95. That's the problem with media. All they do is just repeat stuff without even checking.
    3
  96. He's got the names wrong again, hilarious haha.
    3
  97. What a delight. Three sqeaking, well... voices
    3
  98. Is it just me or is the host very annoying?
    3
  99. Solvency crisis. Upgrade your stocks on strong balance sheets.
    3
  100. stfu
    3
  101. Because of taxes.
    3
  102.  @haowu9661  Well, there are balance sheets and earnings. Or in this case, almost nothing.
    3
  103. Pipelines and storage facilities are probably the best places within the energy complex to invest right now.
    3
  104.  @youxkio  You can't? You have to! I'm not talking about the present. But things evolve quickly. Just think of the inequalities and the populism in Europe.
    3
  105.  @MagicNash89  Ssssshhhhh! ;)
    3
  106. Keyence, hmm. Interesting.
    3
  107. I feel like Bloomberg has a longer term view on their analysis compared to CNBC..
    3
  108. CNBC-like nonsense.
    3
  109. They didn't.
    3
  110. "I believe you call it SOCCER!"
    3
  111. Should I double down on Mall REIT Macerich?
    3
  112. Xerox, maybe even IBM, Cisco.
    3
  113. Is Evergrande a buy at some point?
    3
  114. Dear Mr. President. Please consider leading the vaccination camapaign over here in Europe as well so we can finally lead a normal life again. Thanks. ;)
    3
  115. lol
    3
  116. Not yet. Only if spending goes up as well. Wages will probably rise for sure as well, so that's indicating rising inflation indeed.
    3
  117. They won't because they don't care.
    3
  118.  @srihari_g  No, it's more a legal issue. Property rights are not guaranteed. Especially not for foreign investors. I'm rather buying at the NYSE, in London, Frankfurt or Zurich.
    3
  119. Still 3rd largest economy globally.
    3
  120.  @ThePorschefan  Not necessarily.
    3
  121. Well, she's human and there's that.
    3
  122. Let's list some distressed assets that may be worth investing: midstream oil/gas, malls, cinemas, concert venues...
    3
  123. Mach den Ton aus Junge!
    3
  124. Good questions. HORRIBLE answers.
    3
  125. Don't buy markets, don't buy sectors, buy individual companies and don't listen to bankers.
    3
  126.  @Alberta1stPodcast  Hm. I don't know. Don't see any screaming buy. Maybe Apache or Transocean.
    3
  127. UK Banks might be interesting in 2020...
    3
  128. Rude guy, haha.
    3
  129. Yes. Stupid.
    3
  130. Crap!
    3
  131. But he has been wrong on equity markets.
    3
  132. No debt, great margins but way too expensive...
    3
  133. People just blindly buying nasdaq or s&p etfs might lose over the next few years or the next decade. Valuations matter.
    3
  134. Nah...
    2
  135.  @meninactionllc5869  That's no news. But this guy's making argument for rising oil prices next year. That would require the Saudis to actually cut extraction. I argue that they'd extract even more at lower prices... It's basically free for them to pump.
    2
  136. Also, I don't think political risks and "greening" are priced into the oil markets. It's a big issue.
    2
  137.  @haydenexer2999  Yeah. lol...
    2
  138. Riots? Nothing compared to the stuff that's going on in the US...
    2
  139. Well, Aphria at least for certain!
    2
  140. Bloomberg is so ok!
    2
  141. Well, sure haha! Human action is just the term classical liberal economists used to use.
    2
  142. Germans want to be dominated. They cannot lead their own lifes. They need statism and leadership. They get wet from it.
    2
  143. You got it. That's why I particularily like the services and equipment part of the oil and gas value chain. We will see super strong capex in offshore imo.
    2
  144. Actually not. It seems to be working nevertheless.
    2
  145. Yep he is selling fear.
    2
  146. He looks like a neo nazi.
    2
  147. I don't know of a single state which can increase its interest rates significantly without going bankrupt...
    2
  148. And I think you both are right. Asset price inflation and financing states.
    2
  149. The DNA does not get altered...
    2
  150. Thought the intern messed up the video title but no.
    2
  151. He's right on Google and GM. Don't look at stock prices, look at underlying fundamentals. They are even leading in autonomous driving together with Yandex in Russia.
    2
  152.  @elvenkind6072  I don't think many people understand this or care about this.
    2
  153. Buying at 70 Dollars. Maybe.
    2
  154. The FED and other central banks already said they will tolerate a higher inflation rate. Don't expect them to tighten any time soon. But some day, that might happen, of course. Just be aware of that possiblity.
    2
  155.  @samis1219  I agree and I do have no answer to this novel conundrum. It has never been done before. Debt will be monetized further, creating more welath inequalities. What do you think will happen to Europe and the US? Will there be a bankruptcy some day? My reasoning is this: As long as people trust the institututions, it will be alright.
    2
  156. Clickbait. This is just obscure and they have him on because fear generates clicks. That's all.
    2
  157. What does that mean ultimately? Also for the USD dominance?
    2
  158. Hm. Gold is certainly not the best option out there. But it may get very interesting, particularily played via Barrick.
    2
  159. "And let's dispel once and for all with this fiction that Powell doesn't know what he's doing. He knows exactly what he's doing."
    2
  160. These deals cannot be enforced by OPEC. There are no incentives to cut for some of these countries and demand is way down. I don't see why oil should go up substantially any time soon.
    2
  161. I disagree. Who cares about a "5-10% correction" if not the stupid traders?
    2
  162. Talk about unconventional contrarian truths... Duh.
    2
  163.  @elgavio  He said he's long ag and gold.
    2
  164. Miners (EVs, electrification...) are the new oil majors. Divest!
    2
  165. Yess! Let the wild rumpus begin. Bitcoin to zero.
    2
  166. And he's a creative destruction guy, as he says... Yeah, sure, whatever... Gosh!
    2
  167. WHY do many say it's benefiting INDUSTRIALS? I get energy, commodities, gold... but why industrials??
    2
  168.  @miguelgarza6989  2.0 sales are going incredibly well. Products sold out immediately, lots of articles on this in Canada. New dispensaries will be rolled out. This is cash generating. European countries will legalize cannabis eventually, so will the US. It's just a matter of time. It's essentially a oligopoly. I'd pick the two leaders Canopy and Aurora and stick to them for at least 5 years from now. The revenue growth of Aurora is incredible.
    2
  169. Why do industrials profit from rising yields? Any explanations?
    2
  170. Probably buying strong balance sheet companies with both hands!
    2
  171. Gold is not an investment. It is cash equivalent to be used as security.
    2
  172. They'll probably be higher than now.
    2
  173. E commerce will go up as retail sales go down. Might wanna play Alibaba!
    2
  174.  @amadeupaiva8184  Hahahaha
    2
  175.  @mtshumboldt  History books.
    2
  176. Not sure he is still invested. He is in Bitcoin, though.
    2
  177. Seems like markets are shortsighted and don't price in that much...
    2
  178. Maybe it has already. Look at PTON, ZM and others. By the way, how to "pop the bubble" without bankrupting states?
    2
  179. @No Secrets Fishing Agreed. Crypto, SaaS, SPACs...
    2
  180. Bloomberg > CNBS
    2
  181. Why would John Malone let that merger happen??
    2
  182. It's not clear yet if he knew what was going on. We know for a fact though, that the COO Jan Marsalek stole 1.9 billion Euros and went to Russia or Belarus.
    2
  183. To think yields will rise and fiat money will gain value over time is just ahistorical nonsense.
    2
  184. Be a contrarian and bet on physical retail.
    2
  185.  @allcommentsmatter6890  First and foremost stock.
    2
  186. It didn't.
    2
  187. I wouldn't buy anything additionally during this unknown crisis. The US don't test appropriately, there may be a huge outbreak. Be patient, don't stop your investment plans but don't add additional money.
    2
  188. *17
    2
  189. America, please return to the global main stage. Come on, we need ya! <3
    2
  190. Exactly. And it's one of it not the reason why societies got unequal and politically fragile.
    2
  191.  @skolvikings354  Maybe Baker Hughes. But then there are better investments I see out there. Especially in REITs.
    2
  192.  @aaroneeg9036  Always ask yourself: Why should I buy this instead of my best idea? Why more of my 3rd best idea when I can buy more of my 2nd best idea?
    2
  193.  @skolvikings354  CORR maybe.
    2
  194. gold stocks!!
    2
  195.  @deanburton4998  Newmont Mining or Barrick Gold, prefer Newmont, are the best and biggest ones. Just want to make sure that these are no long term investments.
    2
  196.  @hkraft4830 I'm a little hesitant with regards to Chinese stocks. Not because I'm a collectivist but because of the lack of legal security, obviously... My only holding has been Alibaba ADR. Always feeling a little unsecure with all the politics going on. Not sure whether to switch to Hong Kong shares. In terms of SQ vs. Ping, yeah, I agree with you on the relative valuations.
    2
  197. Meh
    2
  198. I agree and I invested similarily. Movie theaters, entertainment/sports/music venues, printers, malls. Have no fear and stick with it no matter how volatile it's going to be. Volatility does not equal risk.
    2
  199. I'd rather be long copper and gold.
    2
  200. So? Stocks go up. We should be invested.
    2
  201. I'd be very caucious on Chinese investments on critical infrastructure. We cannot ignore what happens in Hong Kong with regards to human rights and civil liberties.
    2
  202. His fund performance speaks for itself. You shouldn't just buy a broad EM index fund, you need to pick individual stocks.
    2
  203. Well. We don't.
    2
  204. These tech valuations have been high pre covid already. Keep that in mind.
    2
  205. :)
    2
  206. Not much.
    2
  207. Hahahaha
    2
  208. Hit me up if you're in Europe and want a cup of coffee.
    2
  209. Tesla is a stupid cult. Sold most of my big speculative position and put it into gold, treasuries and EM stocks. When recession hits I wanna have the needed cash to dive into equities BIG time.
    2
  210.  @wattlebough  I try to answer your question by saying that focus and profitability matters. There are all kinds of ventures and dreams within the Tesla story. All of them - even the core business selling cars, yes, cars! - are burning through cash. Meanwhile GM, Volkswagen, Toyota, BMW, Audi and others are generating significant share holder returns and are actually profitable businesses. But I acknowledge the idea that Tesla might become a selffulfilling prophecy. They will probably use their stock as a currency at the cost of sharholders to finance their extremely expensive and unprofitable businesses.
    2
  211. Cinemas, Malls, Live Entertainment, maybe oil/gas.
    2
  212. Yeah, he's on QE.
    2
  213. Cheap retail will probably die. I would not invest in Macy's, even though one can be bullish on retail assets, but the higher level stuff will likely do well.
    2
  214.  @TheyForcedMyHandLE  Well, it's a growth stock and very cheap compared to Crowdstrike. They have a big install base in automobiles, comparable to Windows in offices and firms.
    2
  215.  @michealbay1290  Are you talking about Reliance and Tata Steel? Or in general? There are some companies, such as Bharti Airtel or their African telco company that don't have a lot of debt and are cash flow positive.
    2
  216. Buying at 25 USD DISCK
    2
  217.  @fkrr5  Ok, so you get Merkel? Deal!
    2
  218. She is so upbeat and cool! Hahahah :D Love it!
    2
  219. Is she in a hurry? Wow!
    2
  220.  @zenbuddha3818  Yes, I agree on the bonds. But we're talking equities here. Whole different ball game. It is also not only a legal question, but a moral and economic one. Is it neccessary? Will it solve problems? What are the side effects? Is it targeted? Et cetera...
    2
  221. Agreed.
    2
  222. Gonna pick it up at 15 bucks for cyclical growth.
    2
  223. It's insane to think that NOW is the time to take risks. Nothing has changed: Buy low, sell high - if you wanna sell at all.
    2
  224. Really don't get why they srew this up so much. No explanation.
    2
  225. Hey goldbug, it's probably his own and he's probably 40.
    2
  226. You're always too late, man. Stop it.
    2
  227. Don't diversify. Cash is trash.
    2
  228. Do you agree with her on Aurora as having a better chance than Canopy?
    2
  229. Yes, but long-term. Valuations do not matter that much due to the interest rate policies in place. PE-ratios lost importance. Equity inflation. But this can go on for lots of years to come, though!
    2
  230. ?
    2
  231.  @windycitybeats6724  I agree. Asset light business models will probably do well. Also commodities usually do well in inflationary environments. But the over leveraged companies might get into trouble when (or if?) yields finally pick up again.
    2
  232. IKR? :D
    2
  233. If that's what on your mind you will never be "rich".
    2
  234. All stock indices will be higher a year from now.
    2
  235. Or Musk
    2
  236. Quite likely, yes. This is a good description of what's been happening.
    2
  237.  @2six976  Money needs to be circulating in order to create significant inflation. People need to start spending it. That additional money then chases potentially a fewer amount of goods or the same amount of goods, causing inflation. Wages go up because things get more expensive and unions making deals, which again accelerates inflation.
    2
  238. "big total adressable markets" are no good point for an investment. In fact, it means competition and low margins.
    2
  239. I feel like so many still don't want to acknowledge the recovery and I guess that's healthy for markets going higher.
    2
  240. It's a medicinal product which can cure symptoms such as epilepsi or pain.
    2
  241. Why is he going to LA? Didn't get that.
    2
  242. Probably, yes. Think for your own. Do not trust anyone other than yourself and your own thoughts. Buy low.
    2
  243. Stocks over silver.
    2
  244.  @JohnSmith-po9cf  What the heck are you talking about?
    2
  245. United States of Bad Style?
    2
  246. It's called profit taking.
    2
  247.  @florianmaier104  No, that's I think Mongolian.
    2
  248. Tesla dropped. Eisman got it right. Period.
    2
  249.  @garyseeseverything8615  You decide where to put your own money. Think and act.
    2
  250. Well, the difference being Lagarde is a socialist and Thatcher was a classical liberal...
    2
  251. Buffett saved them.
    2
  252. Exactly. A friend is living Hubei saying they are only ticking a box whether or not they feel good...
    2
  253. Imagine Alibaba or Tencent pulling the plug for western investors. Highly unlikely because they want to go international and they have a reputation to lose.
    2
  254. Liquiddiddy liquiddiddy liquiddiddy
    2
  255. Do not put stupid management between your gold investments. Buy physical gold. Period.
    2
  256.  @shadow_realm47  This is false. The pipeline is shut down as you know and they implemented a products ban the other day while ramping up LNG.
    2
  257. I'd say take a look at oil stocks, maybe Exxon.
    2
  258. Buy
    2
  259.  @thavarchandradamor9860  He didn't finish her. And now f u!
    2
  260.  @Ash-radio  Switzerland? Nah.
    2
  261. The guy is at least intellectually bankrupt after 08/09, if not morally as well after Epstein. People forget quickly.
    2
  262. Why would anyone invest in commodities? It's insane.
    2
  263. I don't think it's helpful for investors to focus on macro outlook and overall market valuation on a daily basis. Just pick a few great companies at good prices and stick with them.
    2
  264. Aaaah! The doom and gloom crew again!
    2
  265. Why not copper instead?
    2
  266. Copper, gold, maybe silver.
    2
  267.  @abbynady  But wouldn't you agree with me that oil has no tailwinds as opposed to copper (electrification, greening...).
    2
  268. Trump.
    2
  269.  @nicholasstabile445  Well, I cannot comment on US prices since I'm from Germany but her voice and attitude just amaze me... Beyond annoying.
    2
  270. So short Apache and other oil stocks?
    2
  271. Standard Chartered may be an interesting long-term bet on the Hong Kong recovery. Very long-term...
    2
  272. Carol!! ♡
    2
  273. Nah
    2
  274. If you were to pick one vaccine, which one would it be?
    2
  275. Glencore. At some point.
    1
  276. @E B No. Science is open-ended. No pre-determined "truths".
    1
  277. Not yet. Wait for the big drop.
    1
  278. Oil or gold?
    1
  279. Will go up at some point. Weak dollar, upcoming inflation, OPEC cuts and of course gradually rising demand.
    1
  280. In case you're still wondering, haha! Graham and Dodd stocks. So basically cheap value stocks as opposed to hyped and expensive tech.
    1
  281. lol
    1
  282.  @astraltraveller5556  Which one do you prefer? BATS or Imperial?
    1
  283. When do you actually need to report your holdings? In which time period?
    1
  284.  @AlphaCentauri00  Really? Very clean.
    1
  285.  @pasaulissurezisuotas2617  lol
    1
  286. Yeah. They obviously don't have the pricing power of Burger King or McDonald's.
    1
  287.  @keanureeves3902  No. Not ok. And now vote Putin out.
    1
  288. macro noise
    1
  289.  @joshbarracosa5173  Very interesting thought, Josh. But take a look at the price premiums being attached to the mergers recently. All very low. Speaks volumes. Since oil stocks usually trade as a group, I might as well pick Occidental Petroleum as the most leveraged one.
    1
  290. Well said! I'm not long but I'm pretty sure this may be a great long-term compounder. Doesn't take a genius to figure out they'll be one of the winners in streaming.
    1
  291.  @brunoheggli2888  Oh come on. That's silly!
    1
  292.  @brunoheggli2888  Netflix is leading, Tesla not yet. But that's a different story. So who do think "wins" streaming? Disney? Discovery? Amazon?
    1
  293. 9:00
    1
  294. so your answer is...?
    1
  295.  @full__tilt  Both!!!! #FreeMarkets
    1
  296. It's usually good advice to just wait how things are going and settling down after the IPO and then start trying to evaluate the companies and possibly comparing them to its peers. Take Facebook: You had LOTS of time scooping up some shares for a juicy profit in 2020. Make sure the business model is viable and can turn a profit. Ad models certainly can (Pinterest). Ride sharing? Not sure, probably takes a lot of time. And my guess would be that Lyft is winning first because they didn't buy high and sell low as the guest has stated, they are focussed on ride sharing just as Amazon was focussed on e commerce in the early days.
    1
  297. The annoying two coffee host again. Duh!
    1
  298. I hope so as well and am really looking forward to his new contrarian stock positions.
    1
  299. Check out Blackberry.
    1
  300. He said "Go get 'em!"...
    1
  301. Fake news. Beer is not growing market share. Spirits such as whisky, tequila and gin are.
    1
  302. Still they seem to have managed increasing the free cash flow time and time again. Of course that's changing now due to the virus but they still have the best balance sheet of the sector.
    1
  303. And Aurora has the biggest cannabis revenues. Depends on how you look at it.
    1
  304. Very balanced comments.
    1
  305. Why would a human being long any fiat currency? It's dangerous!
    1
  306. Time to buy?
    1
  307.  @AP-yx1mm  To me it's protectionisn.
    1
  308. Given
    1
  309. Yes, psychology and human action.
    1
  310. It's actually healthy to see so many doubters.
    1
  311.  @mauricecornforth1233  Germans do have this authoritarian gene since Bismarck, though. They just love the state and want politicians to fix their problems. They never really learned how to live free. It fascinates me every time.
    1
  312.  @WiiPetUwU  That's basically the tyranny of the masses. Also, taking measures... Who is taking measures? The government or just individuals caring for one another and acting responsible? Whole different ball game...
    1
  313. A great growth story with a huge future ahead of it due tot the fragmented market and the economies of scale.
    1
  314. Yup.
    1
  315. "There will be more software" is in fact an argument against investing in software when there's more competition and lower margins. Stupidity.
    1
  316. I think the average Joe would be scratching his head watching this video...
    1
  317.  @aslater5  The war is currently funded by European energy trades. And don't forget the low Russian debt level and gold/currency reserves. Regarding your Hitler point: We should try to prevent this from going global.
    1
  318. Could be interesting long-term.
    1
  319. So women bring short term profits?
    1
  320. Watch.
    1
  321. He's not with GMO anymore.
    1
  322. Caroline ♡ Bloomberg ♡
    1
  323. Doing some felt tip art. Hahaha
    1
  324. No thank you. Too many political risks. You can always invest indirectly by Nike, QSR, McDonalds, Adidas...
    1
  325. Anybody in at these 30 ish levels?
    1
  326.  @2ivenhoe  What's your entry price? I don't know whether to go in now or wait.
    1
  327.  @2ivenhoe  Interesting. I heard Buffett say he's not adding any more at those levels we've been seeing for a while now because "It's not worth that much". He's bascially saying that he made a mistake, paying too much for the business and the fact that he's not adding more tells me that I should wait for another leg down. I might just skip it. Don't see how KHC is able to beat the market.
    1
  328. short?
    1
  329. It will stop eventually. But there's still lots of options to inflate and tax wealth.
    1
  330. The shift to clean energy is highly likely under Biden. But will there be a crack down on fracking and the traditional oil industry? Certainly subsidies will get redistributed away from oil to clean tech, fracking on federal land might get banned or taxed differently. But oil demand will recover at some point, even though there is still lots of inventory to be "burned through" - literally. But when that happens, oil prices should rise... and that's why oil stocks MIGHT be even more compelling under Biden than under Trump. Any opinions?
    1
  331. lol
    1
  332. Bloomberg actually has some very good journalists in place!
    1
  333. is
    1
  334. At 10 USD
    1
  335.  @pkl8811  Why would I? Everybody knows about Barrick.
    1
  336. There are so many unhealthy products. Don't you think people are free to choose?
    1
  337. Evergrande?
    1
  338. That first question is really long and bs. lol
    1
  339.  @kevint165  Well, too long for 0 substance. But I found it entertaining and funny tbh.
    1
  340.  @HarshGupta-vz2ui  How was/is QSR disruptive?
    1
  341. Smart
    1
  342.  @bleacherz7503  Ok. Who do you listen to then?
    1
  343.  @petecheng1  Oh ok.
    1
  344. Most emerging countries will demand a lot of oil in the future as they are growing.
    1
  345. Might be a buying opportunity now. I have no idea.
    1
  346. Froff!
    1
  347. Sell Baba?
    1
  348. I'm long on Store Capital
    1
  349. May be a self fulfilling propecy, to tell you the truth. We don't know. We can only guess.
    1
  350. Agreed
    1
  351. There we go, guys and gals, the two coffee cups again. Oh my god.
    1
  352.  @GearZNet  Emerging markets and the US agree with you.
    1
  353. Dumb down? How so?
    1
  354. Marks, Berkowitz, Icahn, Ackman.
    1
  355. Yes.
    1
  356. The title is misleading.
    1
  357. Look at China!
    1
  358. Anyone know if Newmont can block cave?
    1
  359. How so?
    1
  360. Maybe a buy now...
    1
  361. funny
    1
  362. Barrick, Glencore.
    1
  363. What job shoud I take? I'm currently doing my BA.
    1
  364. Aurora Cannabis is the global medical Hemp/Cannabis leader operating in 25 countries.
    1
  365.  @jodyb31822  Great buying opportunity.
    1
  366. Expecting higher long term yields, shouldn't you bet on big banks then?
    1
  367. How to be safe? Dividend stocks, cash and gold?
    1
  368. Heinz stock, rather!
    1
  369. Very stupid thing to say. Real estate markets(!) are local and unique.
    1
  370. Deason and Icahn will be big winners.
    1
  371. Yes, that was his point on Sears. Should stick to Seritage, who still owns the Sears real estate.
    1
  372.  @method341  fair
    1
  373. He's confusing on commodities. On the one hand he says oil is over 88 and in a bubble and on the other hand he says commodities may be the only bright spot...
    1
  374. I agree. It's just city marketing, altough it's kinda smart.
    1
  375. That anchor? lol
    1
  376.  @Yotaciv  How can that be done when you're poor???
    1
  377. How so?
    1
  378. He started by exploiting tenants at trailer parks.
    1
  379.  @RandalColling  Jacking up rent when the service isn't improving and the residents don't have other places to live in because there's a lack of competition and free market.
    1
  380. How to hedge? Volatility index...? Cash?
    1
  381. Aurora Cannabis has the biggest cannabis revenues.
    1
  382. liquidididy
    1
  383.  @richardl.currier4052  He's been making claims on equity markets though!!!
    1
  384.  @richardl.currier4052  Doesn't make it right. Go against the crowd.
    1
  385. Who cares about macro! Get this guy off the show.
    1
  386.  @user-to2rf1rj5v  True.
    1
  387.  @hgm8337  lol
    1
  388. Because they want to pay down debt and invest.
    1
  389.  @redwithblackstripes  Gold has no yield, no profits. It's a security. End of story. Didn't say I dislike gold. I just think it's a whole different asset class and should be seen as one.
    1
  390. How about now? Might be an interesting opportunity given the weakening of the dollar and potentially rising oil prices.
    1
  391. 30 Dollars now... Can it go lower? Maybe.
    1
  392.  @piotrwyderski7848  Agreed. The stock is a buy
    1
  393. Name some ESG stocks, besides Tesla...
    1
  394.  @TWWIW  Actually I think it would be kind of intelligent to bet on both Berkowitz and Einhorn at this point. GLRE is trading at a massive discount to NAV.
    1
  395.  @peter9910  lol
    1
  396. Which vehicles do you use being an international investor to capture US exposure? ETF wrappers?
    1
  397.  @tahiti1  Can you name some tickers I can check?
    1
  398. But what to buy at these valuations???
    1
  399. Wouldn't neccessarily sell here. Just be caucious and patient, save some dry powder and see what happens.
    1
  400.  @j936-n6n  I don't intent to sell any of my holdings. I just don't add any more for the time being. Investing for the very long term.
    1
  401. Buying opportunity.
    1
  402. Yeah bs
    1
  403. Given x
    1
  404. Yeah I wanted to hear his commodity stance in more detail as well. In a more recent interview he stated how commodities go the opposite to stocks usually. And there are obvious shortages in base metals includig copper now and going forward.
    1
  405. huh?
    1
  406. This guy actually makes some sense here. I'm a little bit more caucious, though, regarding another leg down.
    1
  407. Why the miners? Why not physical bars and coins???
    1
  408. Should I go for an EM ETF long term? So far I've only got developed countries covered.
    1
  409.  @MistaEmPe  What's the rationale behind picking BMW over GM?
    1
  410. "I expect & hope..."
    1
  411. ​ @lyndellmoore1696 You mean Seritage?
    1
  412. At least a good portion.
    1
  413. And his stock looks interesting. Even at these levels.
    1
  414.  @ari_is_faded8611  That's my point. It isn't a bubble because not all asset prices go up like Tesla or Nikola....
    1
  415. Are you kidding?
    1
  416. Hm. Barrick is cheaper and pays you a dividend.
    1
  417. What about oil long-term...?
    1
  418. Regarding MS? Nah..
    1
  419. What is he quoting? Samsung, Taiwan Semi and a third one...
    1
  420.  @theeevolone  if
    1
  421.  @Tom0000  I am a sceptic regarding predictions. Especially of those on the future.
    1
  422. Ah! Single coffee today. Nice.
    1
  423. Is he in Florida?
    1
  424. tensions
    1
  425. These guys are always talking about "the market". There is no such thing as one monolithic market. There are always bargains out there. You just need to look under the index.
    1
  426. Long what? Stocks? Gold? Barrick?
    1
  427. How so? Please explain.
    1
  428. Nein
    1
  429. What kind of oil and gas assets does he own, though? Pipelines? Storage?
    1
  430. Movie theaters, restaurants, oil, entertainment/sports venues.
    1
  431. Cheynerrr!
    1
  432. Title should be "[....] says a banker".......
    1
  433. You're kidding, right? Bonds?
    1
  434. Why not BP?
    1
  435. I didn't get the argument contra gold. He's saying bitcoin does not have value and gold just has a little so you should go with Bitcoin? Yes, there is silver and palladium and other metals but there's also tons of other crypto coins available.
    1
  436. Any Aussie or NZ stock picks I can look into? Looking for AUD or NZD exposure.
    1
  437.  @jamesprivet  Pump and dump penny stocks. Nah.
    1
  438. bs
    1
  439. Ha! Gaaaay!
    1
  440. Give me a DIFFERENTIATED oil play. There are none.
    1
  441.  @hkraft4830  Still?
    1
  442.  @bookuswormus6204  How has it been going....? lol
    1
  443. "We're focussed everywhere" - You gotta be kidding me...
    1
  444.  @innocentiuslacrim2290  The land has always been jewish apart from the era of Diaspora. Do your own research.
    1
  445.  @marcusbiller867  GM is years behind? They are no 2 behind Waymo as far aa the metrics are concerned.
    1
  446. Copper, silver, maybe gold.
    1
  447. Keep buying your stupid single family home and I'll keep sloshing cash into US-mall-REITs.
    1
  448. Do you think Tesco will remain the market leader in the years ahead?
    1
  449. Alternative Goldfinger.
    1
  450. Not anymore. Apache may be an interesting play now. Capex will go down, supply may be hit because of that. Demand won't evaporate.
    1
  451. Who cares about a week?
    1
  452.  @yedeylp  Which ones in your opinion? OXY?
    1
  453.  @yedeylp  Shell and in particular BP fall in that category as well. But those are all bets on rising oil prices. So if you think the dollar continues to weaken, inflation will rise, demand will come back and OPEC will cut again at some point, you might as well pick a more riskier stock like Oxy where the upside potential is higher. But that's just my opinion. I'm watching Oxy closely and maybe sell one of my highflyers and start a position. What's your take on oil prices?
    1
  454. lol
    1
  455. I'm looking for companies as derivative plays to benefit from legalization. Any ideas? Liberty Braves, MSGN...
    1
  456. So where do you put your money? Oil assets are certainly undervalued because there is a shortage of capital. You'll get bargain prices on the infrastructure or the pipelines generating stable cash flows. As far as other inflation hedges are concerned, I think pockets of real estate/land is interesting: Mall REITS are cheap and the pricing is overblown. Just because there's e-commerce, doesn't mean that good malls are suddenly disappearing. And if so: Boom, there's your land, those parking lots in great urban areas. Seritage and Macerich look great at this price point. Looking forward to your reply. Greetings from Germany.
    1
  457. I decided to invest a nice chunk in Swiss industrials. Gives you a CHF hedge as well.
    1
  458. Long commodities and small cap value is the opportunity.
    1
  459.  @TheTurnaroundProject  I agree, even though I bought Meta in the low 90s. I like copper, silver/gold and energy, particularily offshore services look very attractive. There are some very durable cash and asset rich balance sheets available within the US small cap universe.
    1
  460. No. They are down also due to higher costs as Bristow says in this take as well. Oil is up.
    1
  461. This.
    1
  462. Didn't match the tie, though!
    1
  463. Good idea to leg into BP or Shell? Can't decide which stocks.
    1
  464. @hugo baro Why?
    1
  465. He doesn't get it. Real yields are deeply negative!
    1
  466. For a reason.
    1
  467. And they should lower taxes, kick illegal and criminal immigrants out, change the weather, scrap German for English, French or Spanish.
    1
  468.  @AH-fm7rj  wtf, those are wrong facts. Germany has the highest tax rates among all OECD countries.
    1
  469.  @AH-fm7rj  Sorry but that's bs.
    1
  470. China is probably not a safe jurisdiction to store your wealth or invest. China may be growing rapidly, but does that mean that you must invest directly via Chinese equities? Do you trust the accounting standards and the numbers? A beautiful company and a beautiful country doesn't equate to a beautiful investment. It's all about PRICE!
    1
  471.  @abdulwahedjawad5617  Earnings were and are growing and so are stock prices.
    1
  472.  @LL-sk3do  Remains to be seen if this will be a peak. I don't think so since the economy hasn't reopened fully.
    1
  473.  @LL-sk3do  Interesting. Can you share the source? Although I think these macro things are not that relevant to individual company valuations. There are still bargains around. A few.
    1
  474.  @harrychu650  Check the Japanese maximum chart. Didn't recover.
    1
  475.  goodfella21f  Why? I own 9 stocks now.
    1
  476.  goodfella21f  I mean 9 different stocks. I sold Tesla, as I said.
    1
  477.  @wattlebough  Well, the valuation just did not and does not make any sense to me. I'd rather buy GM or BMW. But I only own an RV stock within the auto industry.
    1
  478.  @wattlebough  Don't be stupif. Tesla is producing cars and should be compared to other car manufacturers. But if you want to invest in dreams, go ahead and stick with Tesla.
    1
  479.  @wattlebough  Are yxou aware that Tesla is only making money by selling tax credits?
    1
  480.  @wattlebough  Ok, but we'll have to see if Tesla even comes close to the margins of let's say Ferrari. I doubt that.
    1
  481. Ah! Interesting. Uuh. Reminds me of Larry David. Ah! Interesting.
    1
  482. Ouch! Is he still in?
    1
  483. He is one if the few people I listen to. Maybe also Icahn and Berkowitz.
    1
  484.  @Bonescratcher  Yes, but LVMH is priced to perfection in terms of the stock.
    1
  485. Wrong.
    1
  486.  @michealbay1290  I'm not in a hurry. Reliance will sell a huge stake to Aramco, which would turn them debt free.
    1
  487. Buy a little Oxy?
    1
  488. Why? The Supreme Court spoke already.
    1
  489.  @todaysreality1575  Any news? If anything the prefs are the place to be, I agree.
    1
  490. lol
    1
  491. Coke partnering with Aurora Cannabis?
    1
  492. Well, in terms of content you're right. But there will be less movie theaters that make it through the crisis. The big chains will gain market share. At least those who survive.
    1
  493. JOE!! <3
    1
  494. Do you know? And where?
    1
  495. peng
    1
  496. Play China via derivatives: Starbucks, Nike or something similar
    1
  497. Huge crush.
    1
  498. Banks? Yeah, sure... Emerging markets is the way to go.
    1
  499.  A B  Have you ever heard about vaccinations?
    1
  500.  @Melissa-zy6qi  I doubt that Finnish Nokia will sell to Chinese investors. Highly unlikely.
    1
  501. "We like everything."
    1
  502. Maybe
    1
  503. Wrong.
    1
  504. Is there value in the stock?
    1
  505. "Falleeeen, goeeen, seeiiin." Annoyeen.
    1
  506. Canadian comodity companies maybe. Copper, oil, gold...
    1
  507. Absolutely love it because I think the host extremely annoying.
    1
  508.  @yiannimitropoulos3913  You're kidding, right?
    1
  509. Why should I invest into undifferentiated commodity businesses with huge political risks?
    1
  510. Smart comments.
    1
  511. I agree. End the Fed, read what Ron Paul and other libertarians had to say.
    1
  512.  @angusm9419  Me too. Socially tolerant libertarian.
    1
  513. Pinterest? I think they're different in that they are less political and less of a social media company. Also think they might be an interesting long-term investment.
    1
  514.  @deo-nis  I bought at roughly 22 when I compared their valuation and business model to Snap and others. But I'm holding, because the ad model will work out eventually.
    1
  515.  @deo-nis  You might be right but I have time and don't wanna trade.
    1
  516. The question is if commodity investments are a wise thing to make. These companies are not differentiated, markets are highly competetive, hence margins will be low.
    1
  517. True
    1
  518. What the heck?
    1
  519. The smart way to play cannabis - if at all - is via berverages and tobacco companies.
    1
  520. As a contrarian, there are still massive mispriced assets available to buy, particularily in leisure and entertainment, retail, real estate...
    1
  521. Carol! :)
    1
  522. Could be a great speculation at these levels... There's some value at least. The sub companies are operating ok during this crisis.
    1
  523. This will continue to work until it's not. Riding the wave of stupid thematic retail investors not caring about valuations.
    1
  524. So the US will go bankrupt?
    1
  525. Yup. Never watch CNBC aka momentum trading tv.
    1
  526. Doesn't translate to being bearish if that were actually the case, quite to opposite.
    1
  527.  @krisb-travel  Yup, markets are forward-looking.
    1
  528. Buy gold miners?
    1
  529.  @endcronycapitalism1616  I did a lot of research and REITs have historically been the outperformer during inflationary periods because rents move along with it and real estate is considered a safe haven. Gold is interesting, because it can be bought in good times and then be sold for a higher price during a panic for stocks when the market is down.
    1
  530. As every other politician.
    1
  531. oouch
    1
  532. Crap.
    1
  533. 30s
    1
  534. He is always buying. Just not the same amount.
    1
  535. One of the worst.
    1
  536. I agree. They won't be able to raise the rates due to the huge debt. Particularily Europe. But what's the end game and how to protect? If there even is an end game?
    1
  537.  @incipidsigninsetup  The crash would imply higher rates. Not gonna happen.
    1
  538.  @bbustin1290  I think stocks make sense as well.
    1
  539. This woman somehow makes me angry. lol
    1
  540. Bloomberg viewers are smarter than CNBC idiots.
    1
  541. Pinterest is an ad model. Those do have high profit margins.
    1
  542.  @TyKOmain  Yeah, great 'advice'. "I do really like zoom."
    1
  543.  @andrethorpe6183  The war on drugs is dicriminating black communities. Prohibition has never worked. Regalization implies quality proof and safety.
    1
  544.  @wawatea5482  Yeah, why not? Look at what they did in Zurich, Switzerland. They established safe labs and needle exchange programs for drug addicts and drug "crime" has gone down since then. It's a health issue.
    1
  545. You obviously have no clue what your talking about. Do your homework first. Look what they are doing with EVs and autonomous driving. It's just a fact. And it's done PROFITABLE!
    1
  546. He is giving you the argument to be selective and avoid the index.
    1
  547.  @nickg2691  OK Boomer
    1
  548.  @jchien  I don't invest in Cayman shell companies such as Alibaba. You can go for it but I don't.
    1
  549. You are a wise investor. Best regards from Germany. I think it's a good choice to be caucious with holding Euros. I invest globally, but I pick stocks as well and most of them are US or EM as well. I would also consider holding Swiss stocks even though they seem to be pricey.
    1
  550. Well, he is long real assets! But he's short bonds!
    1
  551. Yeah I agree. Let them invest in overpriced crowded stuff and let's focus on the oppotunities in the physical world. There are plenty: malls, office...
    1
  552. How do they generate revenues in a low or zero interest rate environment? They need to speculate.
    1
  553.  @nicholasstabile445  Has it?
    1
  554.  @nicholasstabile445  Yes, they trade at big discounts to gold. Some look interesting here, Newcrest, Barrick etc.
    1
  555.  @florianmaier104  I own a smaller Canadian copper gold miner with interesting shareholders and good management/backing. Think metals will fly as soon as the FED pauses or even reverses.
    1
  556.  @tzartzisipus6024  She was born in Europe.
    1
  557. US malls, cinemas, maybe EM banks.
    1
  558.  Yohannes Gotti  I'd rather go with Cineworld or the sound Cinemark.
    1
  559.  Yohannes Gotti  Huh?
    1
  560. Ugh, the host is so unbelievably annoying, it's almost hurting. lol
    1
  561. Why? Haha, Debbie Downer?
    1
  562. Smart
    1
  563. Savings at record levels because people were not able to spend. It's not all doom, man.
    1
  564.  @samalenyo  Personal debt is at a record low.
    1
  565.  @energyparticle  But they will return. It's a normal cycle for them. There will be huge pent-up demand, just look at all the places where restrictions have been lifted, particularily in China. People are all over the place, enjoying their freedoms.
    1
  566. Seritage is in the process of liquidating...
    1
  567.  @m1k3wh1t3  Could be a buy here at all time lows.
    1
  568. Some of my stocks have gone down yesterday on an even lower volume than today. I think a lot of people are either starting to feel the FOMO or they are just simply reallocating and rebalancing.
    1
  569. lol
    1
  570. Netflix, Snap, Intel and Wells are not no brainers.
    1
  571. How so? Are you long a certain miner or do you hold coins
    1
  572. Please rank from least to most annoyin'. Thanks. :)
    1
  573. I agree regarding developed countries. But India will shift from coal to oil, China won't turn green tomorrow. The demand will be huge.
    1
  574. What does it mean to "have a book"?
    1
  575. oops
    1
  576. I agree, she is a little annoying... She has a very unpleasant attitude.
    1
  577. He might be right. But I just don't see any value in his views. Nothing to act smartly on.
    1
  578. Good comment
    1
  579. Fuck centralized exchanges. They are pretty much the antidote to the whole idea of crypto..
    1
  580. For what?
    1
  581. Mr Gobbledygook.
    1
  582.  @sbtopjosh4098  Not distressed, sorry.
    1
  583.  @liyuanxing830  Yes, I know. There are American Depository Shares available, and some companies are of course listed in the US as well as you know. Alibaba for instance.
    1
  584. Did it?
    1
  585. Depends on the part of the value chain. Let's say you own the infrastructure assets. Zero volatility.
    1
  586. Any other derivative plays on an uptick in sports betting? Maybe MSGS or MSGE...
    1
  587. Own cheap and ok businesses. Period.
    1
  588.  @richardwilde1348  Agreed. Primarily the well capitalized chains such as Burger King and McDonalds of course.
    1
  589.  @hugovera1540  Really, do you think so? Huh. Never thought about it that way...
    1
  590. this.
    1
  591. Aliberrbah buzinezz
    1
  592. Watch long term.....
    1
  593. Macro gobbledegook. Irrelevant for long term investors.
    1
  594.  @secretscipio  They did.
    1
  595. Won't impact domestic consumption much.
    1
  596. No.
    1
  597. bs macro calls
    1
  598.  Adam of Good  I'm not in yet but I may jump in soon.
    1
  599.  Adam of Good  As I said, I am not in yet. I may buy at 50 cents or so.
    1
  600.  Adam of Good  Oh. Well, there are better opportunities out there anyway. Retail, malls, maybe energy, physical entertainment, sports. maybe gold
    1
  601. The guy looks stupid.
    1
  602. Do you prefer Lloyd's over RBS?
    1
  603. 3:34
    1
  604. Aptiv
    1
  605.  joe caterman  Check out what Volkswagen is doing with regards to e cars.
    1
  606. 08/09
    1
  607. Short the airlines and hotels
    1
  608.  @louisaparker  :)
    1
  609.  @thavarchandradamor9860  Nope not at all.
    1
  610.  @Komal_US  I meant the interruptions but maybe it's an Indian thing. It's considered rude in other parts of the world.
    1
  611. Americans got killed in Israel too btw.
    1
  612. s
    1
  613. No central bank in the world can unwind these gigantic balance sheets without letting yields go to the moon ultimately leading to state bankruptcies. It's not going to happen!
    1
  614.  @eljefe5858  Don't understand your point but that said I own almost exclusively US and Canadian cash rich assets. Also hope gold moves soon.
    1
  615. Because you can also own cash producing assets such as real estate and stocks.
    1
  616. "Real estate tends to do well in a raising rate cycle" WHAT???
    1
  617. ​ @briani812  It's certainly good for older people to own those assets but for a young man or woman to just buy at these cap rates is senile. MAYBE buy some highyielding out of favor REIT.
    1
  618.  @vincentanguoni8938  I agree. Cash producing assets. Certain stocks, real estate.
    1
  619. Did he ever recover those losses?
    1
  620. Haha, I love the huge Tom Keene-questions. They are bombastic and entertaining.
    1
  621. Exactly. Inflation is a wild animal that cannot be tamed. It behaves very strange.
    1
  622. Why?
    1
  623.  @hgm8337  Would you rather go with Barrick or Newmont?
    1
  624. fear mongering
    1
  625.  @ari_is_faded8611  True
    1
  626.  @javiertrevino5535  That's not much, at least in finance.
    1
  627. Smart!
    1
  628. Yup, people need to get the concept of debasement and real inflation rates.
    1
  629. You never know! I made a 200% gain in some new biotech stocks. And I guess Airbnb will be very interesting for investors.
    1
  630. She's cocky and annoying.
    1
  631.  @keithng5249  Hao?
    1
  632. Commerzbank? lol
    1
  633.  @MommaKnowsBestest  Buy Bank Of America if US interest rates rise.
    1
  634. Write a thank you note to Derek Chauvin...
    1
  635. "There will be more software" is in fact an argument against investing in software when there's more competition and lower margins. Stupidity.
    1
  636. This indexing can go wrong. If you understand a handful of wonderful companies at attractive prices, why bother buying diversified indices?
    1
  637.  @robertlee6338  What about a possible bail out?
    1
  638.  @maryjames6651  Certainly equities and gold. I wouldn't ignore emerging markets. Valuations aren't stretched in India and China.
    1
  639. The stock may be a buy at some point.
    1
  640.  Adam of Good  Price is what matters. I'm not in yet.
    1
  641. Why? Inflation will rise, QE will intensify long term.
    1
  642. One-way ride...
    1
  643.  @logicawe  These guys and gals are really good. They are calm and get the essentials. It's not that stupid noisy CNBCish content. Just solid journalism. Erik Schatzker, for instance - just great and thoughtful!
    1
  644. Depressed? I think he has not changed.
    1
  645. He is too caucious.
    1