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

  1. Because of taxes.
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  2.  @haowu9661  Well, there are balance sheets and earnings. Or in this case, almost nothing.
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  3. Pipelines and storage facilities are probably the best places within the energy complex to invest right now.
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  4.  @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.
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  5.  @MagicNash89  Ssssshhhhh! ;)
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  6. Keyence, hmm. Interesting.
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  7. I feel like Bloomberg has a longer term view on their analysis compared to CNBC..
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  8. CNBC-like nonsense.
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  9. They didn't.
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  10. "I believe you call it SOCCER!"
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  11. Should I double down on Mall REIT Macerich?
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  12. Xerox, maybe even IBM, Cisco.
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  13. Is Evergrande a buy at some point?
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  14. 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. ;)
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  15. lol
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  16. Not yet. Only if spending goes up as well. Wages will probably rise for sure as well, so that's indicating rising inflation indeed.
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  17. They won't because they don't care.
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  18.  @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.
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  19. Still 3rd largest economy globally.
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  20.  @ThePorschefan  Not necessarily.
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  21. Well, she's human and there's that.
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  22. Let's list some distressed assets that may be worth investing: midstream oil/gas, malls, cinemas, concert venues...
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  23. Mach den Ton aus Junge!
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  24. Good questions. HORRIBLE answers.
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  25. Don't buy markets, don't buy sectors, buy individual companies and don't listen to bankers.
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  26.  @Alberta1stPodcast  Hm. I don't know. Don't see any screaming buy. Maybe Apache or Transocean.
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  27. UK Banks might be interesting in 2020...
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  28. Rude guy, haha.
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  29. Yes. Stupid.
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  30. Crap!
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  31. But he has been wrong on equity markets.
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  32. No debt, great margins but way too expensive...
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  33. People just blindly buying nasdaq or s&p etfs might lose over the next few years or the next decade. Valuations matter.
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  34. Nah...
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  35.  @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.
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  36. Also, I don't think political risks and "greening" are priced into the oil markets. It's a big issue.
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  37.  @haydenexer2999  Yeah. lol...
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  38. Riots? Nothing compared to the stuff that's going on in the US...
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  39. Well, Aphria at least for certain!
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  40. Bloomberg is so ok!
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  41. Well, sure haha! Human action is just the term classical liberal economists used to use.
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  42. Germans want to be dominated. They cannot lead their own lifes. They need statism and leadership. They get wet from it.
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  43. 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.
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  44. Actually not. It seems to be working nevertheless.
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  45. Yep he is selling fear.
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  46. He looks like a neo nazi.
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  47. I don't know of a single state which can increase its interest rates significantly without going bankrupt...
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  48. And I think you both are right. Asset price inflation and financing states.
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  49. The DNA does not get altered...
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  50. Thought the intern messed up the video title but no.
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