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

  1. 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.
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  2. His fund performance speaks for itself. You shouldn't just buy a broad EM index fund, you need to pick individual stocks.
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  3. Well. We don't.
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  4. These tech valuations have been high pre covid already. Keep that in mind.
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  5. :)
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  6. Not much.
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  7. Hahahaha
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  8. Hit me up if you're in Europe and want a cup of coffee.
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  9. 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.
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  10.  @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.
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  11. Cinemas, Malls, Live Entertainment, maybe oil/gas.
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  12. Yeah, he's on QE.
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  13. 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.
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  14.  @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.
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  15.  @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.
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  16. Buying at 25 USD DISCK
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  17.  @fkrr5  Ok, so you get Merkel? Deal!
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  18. She is so upbeat and cool! Hahahah :D Love it!
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  19. Is she in a hurry? Wow!
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  20.  @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...
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  21. Agreed.
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  22. Gonna pick it up at 15 bucks for cyclical growth.
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  23. 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.
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  24. Really don't get why they srew this up so much. No explanation.
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  25. Hey goldbug, it's probably his own and he's probably 40.
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  26. You're always too late, man. Stop it.
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  27. Don't diversify. Cash is trash.
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  28. Do you agree with her on Aurora as having a better chance than Canopy?
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  29. 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!
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  30. ?
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  31.  @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.
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  32. IKR? :D
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  33. If that's what on your mind you will never be "rich".
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  34. All stock indices will be higher a year from now.
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  35. Or Musk
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  36. Quite likely, yes. This is a good description of what's been happening.
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  37.  @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.
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  38. "big total adressable markets" are no good point for an investment. In fact, it means competition and low margins.
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  39. I feel like so many still don't want to acknowledge the recovery and I guess that's healthy for markets going higher.
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  40. It's a medicinal product which can cure symptoms such as epilepsi or pain.
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  41. Why is he going to LA? Didn't get that.
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  42. Probably, yes. Think for your own. Do not trust anyone other than yourself and your own thoughts. Buy low.
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  43. Stocks over silver.
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  44.  @JohnSmith-po9cf  What the heck are you talking about?
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  45. United States of Bad Style?
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  46. It's called profit taking.
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  47.  @florianmaier104  No, that's I think Mongolian.
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  48. Tesla dropped. Eisman got it right. Period.
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  49.  @garyseeseverything8615  You decide where to put your own money. Think and act.
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  50. Well, the difference being Lagarde is a socialist and Thatcher was a classical liberal...
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