Ausgezeichnet ! "Das spricht ganz klar wohin wir uns bewegen im Q1 2012 Rezession....und wohl Q2 2012 auch noch." The 2q of 2012 will be a TRAGEDY for DAX companies. I assume that the 1q wont be a total disaster but i BET that the 2q will be a TOTAL DISASTER. The world economy is heading towards a severe recession. DAX will easily fall @ 4.500 when ALL of you will believe that it will fetch 8.000. The markets are going up ! Why ?
Ben and uncle Draghi are printing like hell. This is why !!! When the idiots (small investors) that are BRAINWASHED to buy shares and become long investors like Buffett ( a lucky investor at an era of 40 year ONLY up in the markets, baby-boomers era, fall of communism, rise of China, computer, productivity going up usw.). Buffett is HISTORY. The last 4 years he made NOTHING. @ the good times ANYONE could earn. The era of easy money is PAST. Now you have to become a fox like Soros. Long, short, long stocks, short stocks, long commodities, short commodities, long currencies, short currencies usw. Buffett made nothing the last 4 years. He is past. He is a statue of the old epoch. The epoch of easy money in the markets. Now we have 1) Debt crisis. After 40 years of FIAT currencies and EASY debt, someone has to pay the bills 2) Baby-boomers retiring. Problems with the pensions schemes and healthcare 3) Big productivity jumps from the implementation of computers are largely already here. 4) China is NO longer a DE-flationary input in the global economy, but an inflationary one. The last 20 years China was growing 10% and over. It helped the world economy in 2 ways. 1) Enormous growth , 2) Deflation cause it was producing cheap products. Now the things changed ! 5) Sovereign problems 6) Banking sector a total mess worldwide. Where is Buffett now ? Where are the earnings ? He is PAST. The good era is past. Now is the time of the fox. Clever as a fox. Lets say Soros. Tomorrow.
I wrote it 3 hours AGO. Tomorrow LONG. They will push the markets. We have the 2 auctions tomorrow and also Friday is near so DAX MUST- MUST- MUST- MUST be up in case a downgrade happens in order to fall from higher levels. |