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

  1. 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.
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  2.  @elvenkind6072  I don't think many people understand this or care about this.
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  3. Buying at 70 Dollars. Maybe.
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  4. 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.
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  5.  @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.
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  6. Clickbait. This is just obscure and they have him on because fear generates clicks. That's all.
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  7. What does that mean ultimately? Also for the USD dominance?
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  8. Hm. Gold is certainly not the best option out there. But it may get very interesting, particularily played via Barrick.
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  9. "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."
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  10. 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.
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  11. I disagree. Who cares about a "5-10% correction" if not the stupid traders?
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  12. Talk about unconventional contrarian truths... Duh.
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  13.  @elgavio  He said he's long ag and gold.
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  14. Miners (EVs, electrification...) are the new oil majors. Divest!
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  15. Yess! Let the wild rumpus begin. Bitcoin to zero.
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  16. And he's a creative destruction guy, as he says... Yeah, sure, whatever... Gosh!
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  17. WHY do many say it's benefiting INDUSTRIALS? I get energy, commodities, gold... but why industrials??
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  18.  @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.
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  19. Why do industrials profit from rising yields? Any explanations?
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  20. Probably buying strong balance sheet companies with both hands!
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  21. Gold is not an investment. It is cash equivalent to be used as security.
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  22. They'll probably be higher than now.
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  23. E commerce will go up as retail sales go down. Might wanna play Alibaba!
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  24.  @amadeupaiva8184  Hahahaha
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  25.  @mtshumboldt  History books.
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  26. Not sure he is still invested. He is in Bitcoin, though.
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  27. Seems like markets are shortsighted and don't price in that much...
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  28. Maybe it has already. Look at PTON, ZM and others. By the way, how to "pop the bubble" without bankrupting states?
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  29. @No Secrets Fishing Agreed. Crypto, SaaS, SPACs...
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  30. Bloomberg > CNBS
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  31. Why would John Malone let that merger happen??
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  32. 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.
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  33. To think yields will rise and fiat money will gain value over time is just ahistorical nonsense.
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  34. Be a contrarian and bet on physical retail.
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  35.  @allcommentsmatter6890  First and foremost stock.
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  36. It didn't.
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  37. 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.
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  38. *17
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  39. America, please return to the global main stage. Come on, we need ya! <3
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  40. Exactly. And it's one of it not the reason why societies got unequal and politically fragile.
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  41.  @skolvikings354  Maybe Baker Hughes. But then there are better investments I see out there. Especially in REITs.
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  42.  @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?
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  43.  @skolvikings354  CORR maybe.
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  44. gold stocks!!
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  45.  @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.
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  46.  @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.
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  47. Meh
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  48. 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.
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  49. I'd rather be long copper and gold.
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  50. So? Stocks go up. We should be invested.
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